+92.6%
HAS vs CBRE
+379.0%
-286.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | +1.4% | -1.8% | +3.1% | +2.1% |
| 30D | +26.3% | +3.3% | +23.0% | +24.2% |
| 3M | +25.6% | -12.4% | +38.0% | +32.0% |
| 6M | +30.3% | -5.4% | +35.6% | +31.5% |
| YTD | +50.4% | -17.2% | +67.6% | +59.0% |
| 1Y | +57.7% | -13.1% | +70.8% | +63.1% |
| 3Y | +213.4% | +81.6% | +131.8% | +127.4% |
| 5Y | +49.1% | +26.4% | +22.6% | +24.1% |
| All | +92.6% | +379.0% | -286.5% | +1.9% |
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 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