+109.7%
HAL vs CBRE
+45.8%
+63.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | +0.5% |
| 7D | +0.5% | -1.5% | +2.0% | +0.9% |
| 30D | +15.9% | -4.0% | +19.9% | +17.0% |
| 3M | -8.7% | +8.0% | -16.7% | -12.0% |
| 6M | +9.0% | +4.0% | +5.1% | +5.7% |
| YTD | +32.0% | -11.5% | +43.5% | +34.7% |
| 1Y | +72.5% | -13.0% | +85.5% | +76.7% |
| 3Y | -4.5% | +66.9% | -71.4% | -27.5% |
| 5Y | +109.7% | +45.0% | +64.6% | +59.1% |
| All | +109.7% | +45.8% | +63.9% | +59.1% |
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