+64.6%
EFA vs CBRE
+63.2%
+1.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.7% |
| 7D | -0.5% | -1.7% | +1.2% | -0.1% |
| 30D | -1.3% | -3.0% | +1.6% | -0.8% |
| 3M | +5.2% | +2.6% | +2.6% | +4.2% |
| 6M | +9.4% | +2.0% | +7.3% | +8.3% |
| YTD | +12.7% | -13.1% | +25.9% | +15.2% |
| 1Y | +19.3% | -13.8% | +33.1% | +22.0% |
| All | +64.6% | +63.2% | +1.5% | +39.1% |
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 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