+4,271.9%
MU vs CBRE
+421.6%
+3,850.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.0% | +4.3% | +5.2% |
| 7D | -12.0% | +1.0% | -13.1% | -12.4% |
| 30D | -28.7% | +5.6% | -34.4% | -31.1% |
| 3M | -16.4% | -6.8% | -9.7% | -14.4% |
| 6M | -1.8% | -5.6% | +3.8% | -2.2% |
| YTD | +157.1% | -14.1% | +171.1% | +163.9% |
| 1Y | +208.5% | -9.5% | +218.0% | +206.2% |
| 3Y | +906.2% | +91.8% | +814.4% | +522.0% |
| 5Y | +893.4% | +30.3% | +863.1% | +662.0% |
| 10Y | +4,271.9% | +406.9% | +3,865.0% | +1,610.0% |
| All | +4,271.9% | +421.6% | +3,850.3% | +1,610.0% |
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