+3,315.7%
PH vs CBRE
+2,039.6%
+1,276.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.0% |
| 7D | +2.0% | +5.2% | -3.2% | +0.3% |
| 30D | -3.7% | +6.2% | -9.9% | -5.7% |
| 3M | -14.0% | -8.1% | -5.9% | -12.2% |
| 6M | +2.1% | -6.6% | +8.8% | +3.2% |
| YTD | +5.1% | -15.7% | +20.8% | +8.7% |
| 1Y | +10.9% | -9.7% | +20.6% | +12.3% |
| 3Y | +132.9% | +80.4% | +52.6% | +88.8% |
| 5Y | +200.1% | +27.0% | +173.1% | +169.4% |
| 10Y | +783.8% | +412.9% | +370.9% | +435.0% |
| All | +3,315.7% | +2,039.6% | +1,276.1% | +1,256.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling