+67.2%
SU vs CBRE
-14.0%
+81.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | +0.1% |
| 7D | +2.2% | -5.0% | +7.2% | +1.6% |
| 30D | +8.4% | -4.7% | +13.1% | +7.9% |
| 3M | +12.1% | +6.5% | +5.6% | +12.8% |
| 6M | +19.7% | +6.1% | +13.6% | +19.7% |
| YTD | +58.4% | -12.6% | +71.0% | +56.9% |
| 1Y | +67.2% | -15.3% | +82.5% | +63.9% |
| All | +67.2% | -14.0% | +81.2% | +63.9% |
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 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