+29.0%
ALL vs CBRE
-12.5%
+41.5%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.8% | +1.4% | -2.1% |
| 7D | -1.7% | -1.5% | -0.2% | -1.6% |
| 30D | -4.7% | -4.0% | -0.7% | -4.4% |
| 3M | +18.4% | +8.0% | +10.4% | +17.9% |
| 6M | +20.5% | +4.0% | +16.5% | +20.0% |
| YTD | +23.5% | -11.5% | +35.1% | +21.9% |
| 1Y | +29.0% | -13.0% | +42.0% | +27.5% |
| All | +29.0% | -12.5% | +41.5% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling