+147.7%
P vs CBRE
+72.5%
+75.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | +6.5% | -2.0% | +8.5% | +7.3% |
| 30D | +18.8% | -2.2% | +21.0% | +19.5% |
| 3M | +26.7% | +12.9% | +13.8% | +19.2% |
| 6M | +62.2% | +4.3% | +57.9% | +57.6% |
| YTD | +48.5% | -8.0% | +56.5% | +51.4% |
| 1Y | +26.4% | -8.6% | +35.0% | +28.3% |
| All | +147.7% | +72.5% | +75.2% | +76.7% |
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 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