+498.2%
HCA vs CBRE
+407.4%
+90.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.5% | +0.5% |
| 7D | +5.4% | -5.0% | +10.4% | +7.8% |
| 30D | +3.0% | -4.7% | +7.7% | +4.9% |
| 3M | +13.0% | +6.5% | +6.5% | +9.3% |
| 6M | -20.3% | +6.1% | -26.3% | -23.2% |
| YTD | -8.2% | -12.6% | +4.4% | -5.0% |
| 1Y | +6.7% | -15.3% | +22.0% | +11.8% |
| 3Y | +60.4% | +64.6% | -4.2% | +13.5% |
| 5Y | +73.4% | +45.0% | +28.5% | +27.8% |
| All | +498.2% | +407.4% | +90.7% | +151.9% |
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