+80.4%
CBRE vs SUI
+15.1%
+65.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | +0.1% |
| 7D | +5.2% | +6.2% | -1.0% | +2.1% |
| 30D | +6.2% | +8.6% | -2.4% | +1.7% |
| 3M | -8.1% | +1.0% | -9.1% | -8.7% |
| 6M | -6.6% | -2.6% | -4.1% | -5.8% |
| YTD | -15.7% | -0.1% | -15.6% | -16.3% |
| 1Y | -9.7% | +0.5% | -10.1% | -10.5% |
| 3Y | +80.4% | +15.3% | +65.1% | +57.8% |
| All | +80.4% | +15.1% | +65.2% | +57.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling