+2,129.2%
CBRE vs SUI
+1,125.1%
+1,004.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -4.0% |
| 7D | +6.0% | +8.8% | -2.7% | -1.1% |
| 30D | +4.4% | +8.9% | -4.6% | -3.3% |
| 3M | -9.8% | +2.0% | -11.8% | -11.8% |
| 6M | -4.4% | -0.6% | -3.7% | -4.7% |
| YTD | -15.2% | +1.3% | -16.5% | -17.5% |
| 1Y | -9.1% | +1.3% | -10.4% | -11.6% |
| 3Y | +79.4% | +16.3% | +63.1% | +48.6% |
| 5Y | +27.8% | -25.1% | +52.9% | +49.0% |
| 10Y | +416.1% | +121.1% | +295.0% | +93.8% |
| All | +2,129.2% | +1,125.1% | +1,004.0% | +18.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling