+196.7%
PH vs CBRE
+26.4%
+170.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.1% |
| 7D | +2.0% | +5.2% | -3.2% | -0.5% |
| 30D | -3.7% | +6.2% | -9.9% | -6.7% |
| 3M | -14.0% | -8.1% | -5.9% | -11.4% |
| 6M | +2.1% | -6.6% | +8.8% | +3.6% |
| YTD | +5.1% | -15.7% | +20.8% | +10.5% |
| 1Y | +10.9% | -9.7% | +20.6% | +12.1% |
| 3Y | +132.9% | +80.4% | +52.6% | +53.6% |
| All | +196.7% | +26.4% | +170.3% | +133.9% |
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