+1,476.1%
JBHT vs EXR
+3,132.0%
-1,655.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | -0.2% |
| 7D | +1.7% | +11.3% | -9.6% | -2.8% |
| 30D | -1.2% | +21.2% | -22.3% | -8.9% |
| 3M | -17.1% | +8.7% | -25.9% | -20.1% |
| 6M | -4.4% | +18.2% | -22.6% | -11.1% |
| YTD | +17.5% | +27.9% | -10.5% | +5.6% |
| 1Y | +32.6% | +28.3% | +4.3% | +19.0% |
| 3Y | +33.0% | +71.7% | -38.6% | +3.3% |
| 5Y | +20.3% | -0.6% | +21.0% | +14.4% |
| 10Y | +209.1% | +229.0% | -19.9% | +67.2% |
| All | +1,476.1% | +3,132.0% | -1,655.9% | +182.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EXR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling