+364.6%
CBRE vs TECH
+187.7%
+176.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -2.8% | +0.2% | -3.0% | -2.9% |
| 30D | +2.2% | +0.5% | +1.7% | +2.0% |
| 3M | -10.1% | +1.0% | -11.0% | -10.4% |
| 6M | -8.0% | +54.1% | -62.1% | -22.5% |
| YTD | -17.6% | +24.4% | -42.0% | -26.0% |
| 1Y | -14.7% | +19.3% | -34.0% | -22.3% |
| 3Y | +80.4% | +28.5% | +51.8% | +51.4% |
| 5Y | +25.9% | -41.0% | +66.8% | +41.3% |
| All | +364.6% | +187.7% | +176.8% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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