+43.4%
CBRE vs UUUU
+79.1%
-35.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.8% | +2.3% |
| 7D | -5.0% | -10.5% | +5.5% | -4.0% |
| 30D | -4.7% | -10.5% | +5.8% | -3.8% |
| 3M | +6.5% | -14.1% | +20.6% | +7.5% |
| 6M | +6.1% | -35.5% | +41.5% | +9.4% |
| YTD | -12.6% | -10.9% | -1.7% | -14.4% |
| 1Y | -15.3% | +3.4% | -18.7% | -20.1% |
| 3Y | +64.6% | +73.1% | -8.5% | +36.7% |
| All | +43.4% | +79.1% | -35.8% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling