+86.8%
SMH vs CBRE
-15.0%
+101.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.4% |
| 7D | +1.4% | -7.2% | +8.6% | +1.5% |
| 30D | -2.2% | -6.4% | +4.2% | -2.2% |
| 3M | -1.9% | +2.9% | -4.8% | -2.4% |
| 6M | +41.0% | +2.5% | +38.5% | +40.2% |
| YTD | +55.6% | -14.2% | +69.8% | +57.2% |
| 1Y | +86.8% | -15.1% | +102.0% | +86.6% |
| All | +86.8% | -15.0% | +101.8% | +86.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling