+263.6%
EMR vs CBRE
+398.3%
-134.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.7% |
| 7D | -1.2% | -7.2% | +6.0% | +2.6% |
| 30D | -9.4% | -6.4% | -3.0% | -6.7% |
| 3M | +8.6% | +2.9% | +5.6% | +5.9% |
| 6M | +6.7% | +2.5% | +4.2% | +3.9% |
| YTD | +13.1% | -14.2% | +27.2% | +20.1% |
| 1Y | +12.7% | -15.1% | +27.9% | +20.2% |
| 3Y | +58.1% | +61.9% | -3.8% | +16.3% |
| 5Y | +63.6% | +42.4% | +21.3% | +25.4% |
| All | +263.6% | +398.3% | -134.7% | +53.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling