+215.0%
HAS vs CBRE
+86.2%
+128.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.6% |
| 7D | +3.3% | -0.5% | +3.8% | +3.4% |
| 30D | +30.5% | +3.1% | +27.5% | +29.0% |
| 3M | +29.9% | -6.4% | +36.2% | +32.2% |
| 6M | +26.5% | -7.9% | +34.4% | +29.1% |
| YTD | +51.9% | -16.2% | +68.1% | +58.6% |
| 1Y | +60.9% | -11.2% | +72.1% | +63.8% |
| 3Y | +215.0% | +83.4% | +131.6% | +114.7% |
| All | +215.0% | +86.2% | +128.8% | +114.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling