+56.9%
HAS vs CBRE
+397.8%
-340.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -1.8% | -2.0% | +0.2% | -1.1% |
| 30D | +2.3% | -2.2% | +4.5% | +2.9% |
| 3M | +10.4% | +12.9% | -2.5% | +4.2% |
| 6M | -3.2% | +4.3% | -7.5% | -5.9% |
| YTD | +15.4% | -8.0% | +23.5% | +17.2% |
| 1Y | +18.8% | -8.6% | +27.4% | +20.7% |
| 3Y | +43.9% | +71.9% | -27.9% | +7.8% |
| 5Y | +13.9% | +50.0% | -36.1% | -11.4% |
| All | +56.9% | +397.8% | -340.9% | -20.2% |
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