+33.7%
HDB vs CBRE
+381.8%
-348.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.2% |
| 7D | -4.9% | -1.7% | -3.2% | -4.4% |
| 30D | -5.8% | -3.0% | -2.9% | -5.0% |
| 3M | -5.2% | +2.6% | -7.8% | -6.3% |
| 6M | -25.7% | +2.0% | -27.7% | -26.6% |
| YTD | -39.6% | -13.1% | -26.4% | -37.5% |
| 1Y | -36.9% | -13.8% | -23.1% | -34.7% |
| 3Y | -29.7% | +63.9% | -93.6% | -43.9% |
| 5Y | -37.8% | +42.3% | -80.1% | -48.6% |
| 10Y | +33.7% | +401.2% | -367.5% | -26.6% |
| All | +33.7% | +381.8% | -348.1% | -26.6% |
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