+27.7%
CBRE vs SUI
-27.1%
+54.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | +0.3% |
| 7D | -4.6% | -2.4% | -2.2% | -3.3% |
| 30D | +3.0% | +3.3% | -0.4% | +0.8% |
| 3M | -8.7% | +0.7% | -9.4% | -9.3% |
| 6M | -7.9% | -4.1% | -3.8% | -6.1% |
| YTD | -16.3% | -1.8% | -14.5% | -16.1% |
| 1Y | -13.1% | -4.1% | -9.1% | -11.8% |
| 3Y | +83.1% | +17.4% | +65.7% | +61.0% |
| 5Y | +27.7% | -27.0% | +54.7% | +52.2% |
| All | +27.7% | -27.1% | +54.8% | +52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling