-39.6%
FISV vs CBRE
+25.6%
-65.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.2% | -3.1% |
| 7D | -2.0% | -2.8% | +0.8% | -0.7% |
| 30D | +31.8% | +2.2% | +29.6% | +30.1% |
| 3M | +19.3% | -10.1% | +29.4% | +24.5% |
| 6M | +12.1% | -8.0% | +20.1% | +15.4% |
| YTD | -8.4% | -17.6% | +9.1% | -1.8% |
| 1Y | -4.5% | -14.7% | +10.2% | +0.7% |
| 3Y | -49.4% | +80.4% | -129.7% | -62.3% |
| All | -39.6% | +25.6% | -65.2% | -49.0% |
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 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