+342.1%
HWM vs CBRE
+82.7%
+259.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.5% | -1.1% |
| 7D | +7.3% | -1.8% | +9.1% | +7.8% |
| 30D | +1.6% | +3.3% | -1.7% | +0.7% |
| 3M | -21.9% | -12.4% | -9.5% | -19.4% |
| 6M | -19.0% | -5.4% | -13.7% | -18.3% |
| YTD | +7.9% | -17.2% | +25.2% | +11.8% |
| 1Y | +9.9% | -13.1% | +23.0% | +11.9% |
| 3Y | +342.1% | +81.6% | +260.6% | +274.2% |
| All | +342.1% | +82.7% | +259.4% | +274.2% |
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 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