+79.8%
F vs CBRE
+397.3%
-317.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | +1.6% | +5.2% | -3.6% | -1.1% |
| 30D | +2.6% | +6.2% | -3.6% | -0.8% |
| 3M | -8.8% | -8.1% | -0.7% | -5.3% |
| 6M | +4.6% | -6.6% | +11.3% | +6.5% |
| YTD | -1.9% | -15.7% | +13.8% | +3.7% |
| 1Y | -0.8% | -9.7% | +8.9% | +0.8% |
| 3Y | +43.5% | +80.4% | -36.9% | -5.9% |
| 5Y | -12.1% | +27.0% | -39.1% | -30.4% |
| All | +79.8% | +397.3% | -317.5% | -26.2% |
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