+366.6%
CBRE vs WU
-38.9%
+405.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | -0.2% |
| 7D | -1.8% | -2.0% | +0.3% | -0.9% |
| 30D | +3.3% | +11.4% | -8.1% | -2.1% |
| 3M | -12.4% | -6.8% | -5.5% | -9.9% |
| 6M | -5.4% | -14.6% | +9.3% | -0.3% |
| YTD | -17.2% | -20.6% | +3.4% | -10.0% |
| 1Y | -13.1% | -15.4% | +2.3% | -8.8% |
| 3Y | +81.6% | -23.6% | +105.2% | +93.5% |
| 5Y | +26.4% | -43.4% | +69.8% | +55.2% |
| All | +366.6% | -38.9% | +405.5% | +434.6% |
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