+39.3%
DIS vs CBRE
+86.2%
-46.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.9% |
| 7D | +4.4% | -0.5% | +4.9% | +4.6% |
| 30D | +10.3% | +3.1% | +7.3% | +9.0% |
| 3M | +15.5% | -6.4% | +21.9% | +17.6% |
| 6M | +11.2% | -7.9% | +19.1% | +13.5% |
| YTD | +5.6% | -16.2% | +21.8% | +10.4% |
| 1Y | +7.7% | -11.2% | +19.0% | +10.4% |
| 3Y | +39.3% | +83.4% | -44.1% | +13.4% |
| All | +39.3% | +86.2% | -46.9% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling