+11,299.0%
PWR vs CBRE
+2,024.9%
+9,274.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.4% | +4.3% |
| 7D | +4.7% | -4.6% | +9.4% | +6.7% |
| 30D | -12.5% | +3.0% | -15.5% | -13.6% |
| 3M | -9.3% | -8.7% | -0.6% | -7.1% |
| 6M | -22.2% | -7.9% | -14.3% | -21.2% |
| YTD | +44.2% | -16.3% | +60.5% | +49.1% |
| 1Y | +35.5% | -13.1% | +48.6% | +38.4% |
| 3Y | +250.4% | +83.1% | +167.3% | +170.5% |
| 5Y | +425.6% | +27.7% | +397.9% | +354.6% |
| 10Y | +1,874.2% | +386.9% | +1,487.3% | +952.3% |
| All | +11,299.0% | +2,024.9% | +9,274.0% | +2,629.4% |
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 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