+27.3%
CBRE vs WPM
+210.4%
-183.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -1.8% | -3.6% | +1.8% | -1.1% |
| 30D | +3.3% | +1.4% | +1.9% | +2.8% |
| 3M | -12.4% | -0.2% | -12.2% | -12.7% |
| 6M | -5.4% | -7.3% | +2.0% | -4.8% |
| YTD | -17.2% | +12.3% | -29.6% | -21.0% |
| 1Y | -13.1% | +24.9% | -38.0% | -19.1% |
| 3Y | +81.6% | +210.4% | -128.8% | +29.6% |
| All | +27.3% | +210.4% | -183.1% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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