+106.9%
SLV vs CBRE
+26.4%
+80.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +5.1% | +5.2% | -0.1% | +4.0% |
| 30D | -12.9% | +6.2% | -19.1% | -14.0% |
| 3M | -16.1% | -8.1% | -8.0% | -14.9% |
| 6M | -33.2% | -6.6% | -26.5% | -32.6% |
| YTD | -27.2% | -15.7% | -11.5% | -25.6% |
| 1Y | +7.6% | -9.7% | +17.3% | +8.7% |
| 3Y | +122.3% | +80.4% | +42.0% | +95.2% |
| All | +106.9% | +26.4% | +80.6% | +81.9% |
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