+2,317.2%
CBRE vs SUI
+1,086.6%
+1,230.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | -2.0% | -2.8% | +0.9% | +0.4% |
| 30D | -2.2% | -1.2% | -1.0% | -1.2% |
| 3M | +12.9% | -1.7% | +14.6% | +14.2% |
| 6M | +4.3% | -10.5% | +14.8% | +13.9% |
| YTD | -8.0% | -1.8% | -6.2% | -7.6% |
| 1Y | -8.6% | -4.1% | -4.5% | -6.6% |
| 3Y | +71.9% | +11.3% | +60.6% | +47.7% |
| 5Y | +50.0% | -32.1% | +82.1% | +91.1% |
| 10Y | +390.1% | +110.4% | +279.6% | +92.5% |
| All | +2,317.2% | +1,086.6% | +1,230.6% | +33.1% |
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