+13.6%
PSA vs CBRE
+45.8%
-32.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.6% | +1.2% |
| 7D | -0.4% | -1.5% | +1.1% | +0.1% |
| 30D | -8.2% | -4.0% | -4.2% | -7.0% |
| 3M | -2.1% | +8.0% | -10.2% | -5.3% |
| 6M | -0.2% | +4.0% | -4.2% | -2.3% |
| YTD | +18.5% | -11.5% | +30.0% | +22.0% |
| 1Y | +6.6% | -13.0% | +19.6% | +10.3% |
| 3Y | +24.5% | +66.9% | -42.4% | -2.7% |
| 5Y | +13.6% | +45.0% | -31.5% | -11.3% |
| All | +13.6% | +45.8% | -32.2% | -11.3% |
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 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