+44.6%
SMCI vs CBRE
+64.1%
-19.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +6.1% |
| 7D | +1.3% | -5.0% | +6.3% | +4.6% |
| 30D | +6.6% | -4.7% | +11.3% | +9.4% |
| 3M | +25.4% | +6.5% | +18.9% | +17.2% |
| 6M | +26.1% | +6.1% | +20.1% | +18.7% |
| YTD | +37.0% | -12.6% | +49.6% | +46.7% |
| 1Y | -8.8% | -15.3% | +6.5% | -0.5% |
| 3Y | +44.6% | +64.6% | -20.0% | -18.8% |
| All | +44.6% | +64.1% | -19.5% | -18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling