-15.1%
CBRE vs WY
-9.3%
-5.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.4% | -0.5% |
| 7D | -7.2% | -3.7% | -3.5% | -6.3% |
| 30D | -6.4% | -11.3% | +4.9% | -3.7% |
| 3M | +2.9% | -8.1% | +11.1% | +5.2% |
| 6M | +2.5% | -7.4% | +10.0% | +4.4% |
| YTD | -14.2% | -4.7% | -9.5% | -14.2% |
| 1Y | -15.1% | -9.2% | -5.9% | -14.5% |
| All | -15.1% | -9.3% | -5.9% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling