+53.3%
HAS vs CBRE
+28.0%
+25.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | +2.0% | -4.6% | +6.6% | +4.0% |
| 30D | +30.9% | +3.0% | +28.0% | +28.9% |
| 3M | +28.8% | -8.7% | +37.5% | +32.9% |
| 6M | +32.3% | -7.9% | +40.2% | +35.3% |
| YTD | +54.7% | -16.3% | +71.0% | +62.9% |
| 1Y | +63.2% | -13.1% | +76.3% | +68.7% |
| 3Y | +220.7% | +83.1% | +137.5% | +121.8% |
| 5Y | +53.3% | +27.7% | +25.6% | +19.2% |
| All | +53.3% | +28.0% | +25.3% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling