+217.9%
HAL vs CBRE
+2,024.9%
-1,807.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.5% | +3.4% |
| 7D | -0.2% | -4.6% | +4.4% | +1.3% |
| 30D | +1.0% | +3.0% | -1.9% | -0.5% |
| 3M | -2.1% | -8.7% | +6.6% | -0.1% |
| 6M | -17.5% | -7.9% | -9.6% | -16.7% |
| YTD | +18.1% | -16.3% | +34.4% | +21.6% |
| 1Y | +19.7% | -13.1% | +32.9% | +21.6% |
| 3Y | -7.9% | +83.1% | -91.0% | -28.0% |
| 5Y | +53.1% | +27.7% | +25.3% | +32.7% |
| 10Y | -16.8% | +386.9% | -403.7% | -50.8% |
| All | +217.9% | +2,024.9% | -1,807.0% | -2.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling