+386.8%
CBRE vs SUI
+117.1%
+269.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | 0.0% |
| 7D | -0.5% | +3.4% | -4.0% | -2.4% |
| 30D | +3.1% | +4.6% | -1.6% | +0.2% |
| 3M | -6.4% | +1.6% | -7.9% | -7.4% |
| 6M | -7.9% | -3.5% | -4.4% | -6.4% |
| YTD | -16.2% | -1.0% | -15.2% | -16.4% |
| 1Y | -11.2% | -1.7% | -9.5% | -11.1% |
| 3Y | +83.4% | +18.4% | +65.1% | +61.5% |
| 5Y | +28.4% | -26.3% | +54.8% | +47.2% |
| 10Y | +386.8% | +123.3% | +263.4% | +251.0% |
| All | +386.8% | +117.1% | +269.7% | +251.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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