+419.5%
HL vs CBRE
+63.2%
+356.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +2.7% |
| 7D | +0.4% | -1.7% | +2.1% | +1.1% |
| 30D | +18.8% | -3.0% | +21.8% | +20.3% |
| 3M | +43.7% | +2.6% | +41.1% | +41.2% |
| 6M | -1.0% | +2.0% | -3.1% | -2.5% |
| YTD | +8.7% | -13.1% | +21.8% | +14.1% |
| 1Y | +105.0% | -13.8% | +118.8% | +115.9% |
| All | +419.5% | +63.2% | +356.3% | +239.6% |
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 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