+493.5%
ONTO vs CBRE
+150.0%
+343.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -1.7% |
| 7D | +34.4% | -2.8% | +37.2% | +36.4% |
| 30D | -20.4% | +2.2% | -22.7% | -21.8% |
| 3M | -37.8% | -10.1% | -27.8% | -35.4% |
| 6M | -24.6% | -8.0% | -16.6% | -23.9% |
| YTD | +32.8% | -17.6% | +50.4% | +40.8% |
| 1Y | +54.7% | -14.7% | +69.4% | +60.6% |
| 3Y | +54.7% | +80.4% | -25.7% | +1.5% |
| 5Y | +134.0% | +25.9% | +108.1% | +85.5% |
| All | +493.5% | +150.0% | +343.4% | +258.3% |
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