+46.6%
EEM vs CBRE
+42.7%
+3.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | 0.0% |
| 7D | +2.0% | -1.7% | +3.7% | +2.4% |
| 30D | +5.1% | -3.0% | +8.0% | +5.7% |
| 3M | +4.6% | +2.6% | +2.0% | +3.1% |
| 6M | +17.8% | +2.0% | +15.8% | +16.2% |
| YTD | +25.8% | -13.1% | +38.9% | +29.1% |
| 1Y | +36.4% | -13.8% | +50.2% | +40.0% |
| 3Y | +90.0% | +63.9% | +26.1% | +52.3% |
| 5Y | +46.6% | +42.3% | +4.2% | +20.9% |
| All | +46.6% | +42.7% | +3.9% | +20.9% |
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