+21.7%
JBL vs EXR
+24.1%
-2.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | +10.0% | -1.2% | +11.2% | +10.1% |
| 30D | -18.2% | +18.3% | -36.5% | -20.0% |
| 3M | -29.0% | +9.1% | -38.1% | -29.6% |
| 6M | -25.9% | +11.7% | -37.6% | -28.0% |
| YTD | +14.1% | +25.7% | -11.6% | +5.2% |
| 1Y | +21.7% | +24.9% | -3.3% | +12.7% |
| All | +21.7% | +24.1% | -2.5% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling