+35.7%
HST vs CBRE
-7.7%
+43.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | -1.0% | -2.0% | +0.9% | -0.5% |
| 30D | -12.3% | -2.2% | -10.1% | -11.7% |
| 3M | -6.4% | +12.9% | -19.3% | -9.8% |
| 6M | +15.0% | +4.3% | +10.7% | +12.9% |
| YTD | +30.5% | -8.0% | +38.6% | +30.1% |
| 1Y | +35.7% | -8.6% | +44.2% | +32.7% |
| All | +35.7% | -7.7% | +43.3% | +32.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling