+356.1%
ALL vs CBRE
+378.3%
-22.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.8% | +1.4% | -1.2% |
| 7D | -1.7% | -1.5% | -0.2% | -1.3% |
| 30D | -4.7% | -4.0% | -0.7% | -3.7% |
| 3M | +18.4% | +8.0% | +10.4% | +15.0% |
| 6M | +20.5% | +4.0% | +16.5% | +18.1% |
| YTD | +23.5% | -11.5% | +35.1% | +26.1% |
| 1Y | +29.0% | -13.0% | +42.0% | +32.1% |
| 3Y | +153.7% | +66.9% | +86.8% | +103.4% |
| 5Y | +114.8% | +45.0% | +69.8% | +76.5% |
| 10Y | +356.1% | +385.0% | -28.9% | +156.3% |
| All | +356.1% | +378.3% | -22.2% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CBRE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling