+434.8%
SN vs CBRE
+81.9%
+352.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -2.3% |
| 7D | +1.4% | -2.8% | +4.2% | +2.8% |
| 30D | +16.6% | +2.2% | +14.4% | +15.3% |
| 3M | +18.3% | -10.1% | +28.4% | +23.4% |
| 6M | +103.1% | -8.0% | +111.1% | +108.7% |
| YTD | +96.7% | -17.6% | +114.3% | +109.2% |
| 1Y | +134.3% | -14.7% | +149.1% | +143.7% |
| All | +434.8% | +81.9% | +352.9% | +316.5% |
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