+4,495.9%
SMCI vs CBRE
+312.3%
+4,183.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +2.8% |
| 7D | +9.7% | -1.5% | +11.2% | +10.1% |
| 30D | +29.3% | -4.0% | +33.3% | +30.6% |
| 3M | -8.5% | +8.0% | -16.5% | -11.3% |
| 6M | +28.6% | +4.0% | +24.6% | +26.3% |
| YTD | +37.5% | -11.5% | +49.1% | +41.3% |
| 1Y | +0.5% | -13.0% | +13.6% | +3.6% |
| 3Y | +43.4% | +66.9% | -23.4% | +23.6% |
| 5Y | +1,008.2% | +45.0% | +963.1% | +891.7% |
| 10Y | +1,776.0% | +385.0% | +1,391.0% | +1,114.1% |
| All | +4,495.9% | +312.3% | +4,183.5% | +2,131.6% |
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