+99.1%
DE vs CBRE
+26.1%
+72.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | +0.3% | -1.8% | +2.0% | +0.8% |
| 30D | +3.6% | +3.3% | +0.3% | +2.4% |
| 3M | +10.2% | -12.4% | +22.6% | +13.8% |
| 6M | +16.6% | -5.4% | +21.9% | +17.1% |
| YTD | +45.8% | -17.2% | +63.0% | +51.0% |
| 1Y | +43.9% | -13.1% | +57.0% | +46.5% |
| 3Y | +89.6% | +81.6% | +8.0% | +44.4% |
| All | +99.1% | +26.1% | +72.9% | +64.1% |
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