+94.1%
HAS vs CBRE
+376.9%
-282.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.4% |
| 7D | +1.6% | -2.8% | +4.4% | +2.8% |
| 30D | +26.6% | +2.2% | +24.4% | +25.1% |
| 3M | +29.0% | -10.1% | +39.1% | +34.0% |
| 6M | +30.6% | -8.0% | +38.6% | +33.4% |
| YTD | +51.5% | -17.6% | +69.1% | +60.5% |
| 1Y | +58.5% | -14.7% | +73.2% | +65.2% |
| 3Y | +214.1% | +80.4% | +133.8% | +128.6% |
| 5Y | +50.2% | +25.9% | +24.3% | +25.3% |
| All | +94.1% | +376.9% | -282.9% | +2.8% |
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