+68.3%
HAL vs CBRE
-7.7%
+76.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | +2.9% | -2.0% | +4.9% | +2.9% |
| 30D | +17.0% | -2.2% | +19.2% | +17.0% |
| 3M | -9.7% | +12.9% | -22.6% | -9.5% |
| 6M | +8.6% | +4.3% | +4.3% | +8.8% |
| YTD | +33.0% | -8.0% | +41.0% | +32.5% |
| 1Y | +68.3% | -8.6% | +76.9% | +65.0% |
| All | +68.3% | -7.7% | +76.0% | +65.0% |
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