+16.0%
D vs CBRE
-11.8%
+27.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -2.4% | -4.6% | +2.2% | -2.2% |
| 30D | +9.0% | +3.0% | +6.0% | +8.9% |
| 3M | +1.0% | -8.7% | +9.7% | +1.0% |
| 6M | +11.0% | -7.9% | +18.9% | +10.4% |
| YTD | +19.8% | -16.3% | +36.1% | +17.7% |
| 1Y | +16.0% | -13.1% | +29.1% | +13.7% |
| All | +16.0% | -11.8% | +27.7% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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