+186.7%
B vs CBRE
+397.3%
-210.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.6% |
| 7D | +9.6% | +5.2% | +4.4% | +9.1% |
| 30D | +3.5% | +6.2% | -2.7% | +2.9% |
| 3M | -1.6% | -8.1% | +6.5% | -0.9% |
| 6M | -1.7% | -6.6% | +5.0% | -1.2% |
| YTD | -5.3% | -15.7% | +10.4% | -4.3% |
| 1Y | +27.2% | -9.7% | +36.9% | +28.0% |
| 3Y | +166.1% | +80.4% | +85.7% | +156.7% |
| 5Y | +136.5% | +27.0% | +109.5% | +126.6% |
| All | +186.7% | +397.3% | -210.6% | +200.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling