+383.7%
CBRE vs UUUU
+495.2%
-111.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | -0.5% |
| 7D | -7.2% | -5.0% | -2.2% | -6.7% |
| 30D | -6.4% | -7.8% | +1.4% | -5.8% |
| 3M | +2.9% | -0.4% | +3.4% | +2.2% |
| 6M | +2.5% | -32.9% | +35.4% | +5.5% |
| YTD | -14.2% | -6.3% | -7.9% | -16.3% |
| 1Y | -15.1% | +7.9% | -23.1% | -20.1% |
| 3Y | +61.9% | +85.2% | -23.3% | +35.2% |
| 5Y | +42.4% | +97.0% | -54.6% | +12.5% |
| All | +383.7% | +495.2% | -111.5% | +179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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