+118.3%
ALL vs CBRE
+81.9%
+36.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.9% |
| 7D | 0.0% | -2.8% | +2.8% | +0.4% |
| 30D | +12.8% | +2.2% | +10.6% | +12.3% |
| 3M | +4.7% | -10.1% | +14.8% | +6.0% |
| 6M | +24.9% | -8.0% | +32.9% | +25.9% |
| YTD | +30.0% | -17.6% | +47.6% | +32.2% |
| 1Y | +29.9% | -14.7% | +44.7% | +31.3% |
| All | +118.3% | +81.9% | +36.4% | +116.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling