+106.1%
PRU vs CBRE
+421.6%
-315.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.0% | +0.4% | +1.2% |
| 7D | +3.2% | +1.0% | +2.1% | +2.6% |
| 30D | +7.9% | +5.6% | +2.3% | +4.2% |
| 3M | +1.8% | -6.8% | +8.6% | +5.1% |
| 6M | +24.1% | -5.6% | +29.7% | +26.3% |
| YTD | +12.4% | -14.1% | +26.4% | +18.6% |
| 1Y | +20.9% | -9.5% | +30.4% | +23.4% |
| 3Y | +55.5% | +91.8% | -36.3% | -6.6% |
| 5Y | +42.7% | +30.3% | +12.3% | +7.6% |
| 10Y | +106.1% | +406.9% | -300.7% | -29.4% |
| All | +106.1% | +421.6% | -315.4% | -29.4% |
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