-81.2%
PATH vs CBRE
+67.1%
-148.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | -5.3% | +5.2% | -10.5% | -8.9% |
| 30D | -0.5% | +6.2% | -6.8% | -5.5% |
| 3M | -7.1% | -8.1% | +1.0% | -2.6% |
| 6M | +23.8% | -6.6% | +30.5% | +27.3% |
| YTD | -20.7% | -15.7% | -5.0% | -12.8% |
| 1Y | -8.1% | -9.7% | +1.6% | -4.7% |
| 3Y | -21.8% | +80.4% | -102.2% | -57.6% |
| 5Y | -76.8% | +27.0% | -103.9% | -84.7% |
| All | -81.2% | +67.1% | -148.3% | -87.8% |
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