+1,318.1%
PSA vs CBRE
+2,234.5%
-916.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -3.7% | -2.0% | -1.7% | -3.0% |
| 30D | -7.7% | -2.2% | -5.5% | -7.2% |
| 3M | -0.6% | +12.9% | -13.5% | -4.9% |
| 6M | -0.9% | +4.3% | -5.2% | -2.8% |
| YTD | +18.7% | -8.0% | +26.7% | +20.4% |
| 1Y | +7.6% | -8.6% | +16.2% | +9.3% |
| 3Y | +23.7% | +71.9% | -48.2% | +0.1% |
| 5Y | +13.7% | +50.0% | -36.3% | -5.5% |
| 10Y | +98.9% | +390.1% | -291.2% | +1.3% |
| All | +1,318.1% | +2,234.5% | -916.4% | +277.3% |
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