+364.6%
CBRE vs SUI
+120.9%
+243.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.1% |
| 7D | -2.8% | -3.8% | +1.0% | -0.6% |
| 30D | +2.2% | +3.9% | -1.7% | -0.2% |
| 3M | -10.1% | +0.2% | -10.3% | -10.4% |
| 6M | -8.0% | -4.2% | -3.8% | -6.1% |
| YTD | -17.6% | -2.5% | -15.0% | -17.0% |
| 1Y | -14.7% | -4.0% | -10.7% | -13.4% |
| 3Y | +80.4% | +16.5% | +63.8% | +60.3% |
| 5Y | +25.9% | -27.2% | +53.1% | +45.2% |
| All | +364.6% | +120.9% | +243.7% | +238.7% |
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