+2,683.6%
MUU vs CBRE
+16.7%
+2,666.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.8% | +7.3% | +6.5% |
| 7D | +15.0% | -1.7% | +16.7% | +15.9% |
| 30D | +36.8% | -3.0% | +39.8% | +37.9% |
| 3M | -8.5% | +2.6% | -11.1% | -14.3% |
| 6M | +320.7% | +2.0% | +318.7% | +291.0% |
| YTD | +599.7% | -13.1% | +612.8% | +618.4% |
| 1Y | +2,569.2% | -13.8% | +2,583.0% | +2,629.0% |
| All | +2,683.6% | +16.7% | +2,666.9% | +1,867.7% |
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