+18.3%
EFA vs CBRE
-15.0%
+33.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.7% |
| 7D | -2.4% | -7.2% | +4.9% | -1.3% |
| 30D | -2.2% | -6.4% | +4.2% | -1.4% |
| 3M | +5.7% | +2.9% | +2.7% | +5.0% |
| 6M | +8.2% | +2.5% | +5.6% | +7.6% |
| YTD | +11.8% | -14.2% | +25.9% | +12.6% |
| 1Y | +18.3% | -15.1% | +33.4% | +19.0% |
| All | +18.3% | -15.0% | +33.3% | +19.0% |
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