+1,315.7%
MU vs CBRE
+50.7%
+1,265.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.4% |
| 7D | +9.0% | -2.0% | +10.9% | +9.8% |
| 30D | +13.8% | -2.2% | +16.0% | +14.5% |
| 3M | +2.1% | +12.9% | -10.8% | -5.8% |
| 6M | +153.8% | +4.3% | +149.5% | +142.9% |
| YTD | +256.4% | -8.0% | +264.4% | +257.9% |
| 1Y | +719.8% | -8.6% | +728.3% | +721.6% |
| 3Y | +1,360.4% | +71.9% | +1,288.5% | +863.8% |
| All | +1,315.7% | +50.7% | +1,265.0% | +916.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling