+50.9%
CBRE vs TECH
-42.5%
+93.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -2.2% | +0.7% | -2.9% | -2.4% |
| 3M | +12.9% | +36.3% | -23.4% | +0.9% |
| 6M | +4.3% | +25.6% | -21.3% | -5.6% |
| YTD | -8.0% | +23.7% | -31.7% | -16.4% |
| 1Y | -8.6% | +37.6% | -46.2% | -20.8% |
| 3Y | +71.9% | -6.6% | +78.5% | +66.6% |
| All | +50.9% | -42.5% | +93.4% | +60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling