+64.6%
CBRE vs BBIO
+154.4%
-89.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -5.0% | -3.2% | -1.8% | -4.5% |
| 30D | -4.7% | -13.6% | +8.9% | -2.6% |
| 3M | +6.5% | +7.2% | -0.7% | +4.9% |
| 6M | +6.1% | +1.5% | +4.6% | +5.0% |
| YTD | -12.6% | -5.3% | -7.3% | -13.1% |
| 1Y | -15.3% | +37.7% | -53.0% | -22.2% |
| 3Y | +64.6% | +153.9% | -89.3% | +23.2% |
| All | +64.6% | +154.4% | -89.8% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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