+42.3%
CBRE vs MNDY
-78.9%
+121.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.2% | -1.4% |
| 7D | -1.7% | -14.1% | +12.4% | +0.5% |
| 30D | -3.0% | -8.5% | +5.5% | -1.9% |
| 3M | +2.6% | -2.5% | +5.2% | +2.5% |
| 6M | +2.0% | +0.1% | +1.9% | +0.7% |
| YTD | -13.1% | -45.0% | +31.9% | -7.1% |
| 1Y | -13.8% | -58.1% | +44.3% | -4.6% |
| 3Y | +63.9% | -52.6% | +116.5% | +71.9% |
| 5Y | +42.3% | -79.3% | +121.6% | +44.0% |
| All | +42.3% | -78.9% | +121.3% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 5y: compounded portfolio wealth divided by compounded MNDY 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…
5y analysis · Full analysis span regression · 6 months rolling