+901.7%
CBRE vs WPM
+5,967.5%
-5,065.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.4% |
| 7D | -2.0% | +1.1% | -3.0% | -2.2% |
| 30D | -2.2% | +26.4% | -28.5% | -7.6% |
| 3M | +12.9% | +20.8% | -7.9% | +7.2% |
| 6M | +4.3% | +1.1% | +3.2% | +2.6% |
| YTD | -8.0% | +32.5% | -40.5% | -15.8% |
| 1Y | -8.6% | +51.5% | -60.1% | -19.3% |
| 3Y | +71.9% | +267.0% | -195.1% | +20.6% |
| 5Y | +50.0% | +250.1% | -200.1% | +4.3% |
| 10Y | +390.1% | +540.4% | -150.3% | +162.8% |
| All | +901.7% | +5,967.5% | -5,065.8% | +88.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling