+401.2%
CBRE vs WU
-40.9%
+442.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.4% |
| 7D | -1.7% | -4.9% | +3.3% | +0.7% |
| 30D | -3.0% | -1.3% | -1.7% | -2.4% |
| 3M | +2.6% | -3.6% | +6.2% | +2.4% |
| 6M | +2.0% | -24.3% | +26.3% | +14.1% |
| YTD | -13.1% | -21.1% | +8.0% | -4.9% |
| 1Y | -13.8% | -10.3% | -3.5% | -12.6% |
| 3Y | +63.9% | -28.4% | +92.2% | +80.7% |
| 5Y | +42.3% | -51.2% | +93.5% | +91.1% |
| 10Y | +401.2% | -39.6% | +440.8% | +481.9% |
| All | +401.2% | -40.9% | +442.1% | +481.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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