+13.1%
D vs CBRE
+25.7%
-12.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.5% |
| 7D | -3.1% | -2.8% | -0.3% | -2.5% |
| 30D | +8.4% | +2.2% | +6.1% | +7.7% |
| 3M | +0.2% | -10.1% | +10.3% | +2.1% |
| 6M | +9.5% | -8.0% | +17.5% | +10.7% |
| YTD | +18.8% | -17.6% | +36.4% | +22.0% |
| 1Y | +14.7% | -14.7% | +29.4% | +16.7% |
| 3Y | +72.9% | +80.4% | -7.4% | +40.6% |
| 5Y | +13.1% | +25.9% | -12.8% | -3.3% |
| All | +13.1% | +25.7% | -12.6% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling