+257.9%
HAL vs CBRE
+2,234.5%
-1,976.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +2.9% | -2.0% | +4.9% | +3.5% |
| 30D | +17.0% | -2.2% | +19.2% | +17.4% |
| 3M | -9.7% | +12.9% | -22.6% | -13.9% |
| 6M | +8.6% | +4.3% | +4.3% | +5.6% |
| YTD | +33.0% | -8.0% | +41.0% | +33.6% |
| 1Y | +68.3% | -8.6% | +76.9% | +69.0% |
| 3Y | +0.1% | +71.9% | -71.8% | -19.8% |
| 5Y | +102.6% | +50.0% | +52.6% | +67.8% |
| 10Y | +3.8% | +390.1% | -386.2% | -38.7% |
| All | +257.9% | +2,234.5% | -1,976.6% | +6.9% |
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