-14.9%
HAL vs CBRE
+379.0%
-393.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.9% |
| 7D | +6.1% | -1.8% | +7.9% | +7.1% |
| 30D | +2.9% | +3.3% | -0.4% | +0.1% |
| 3M | +3.3% | -12.4% | +15.7% | +9.4% |
| 6M | -16.9% | -5.4% | -11.6% | -17.2% |
| YTD | +21.2% | -17.2% | +38.4% | +27.4% |
| 1Y | +27.5% | -13.1% | +40.6% | +29.9% |
| 3Y | -6.4% | +81.6% | -88.0% | -43.7% |
| 5Y | +58.0% | +26.4% | +31.6% | +16.2% |
| All | -14.9% | +379.0% | -393.9% | -66.7% |
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