+125.4%
SU vs CBRE
+61.2%
+64.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | +1.7% | -7.2% | +8.9% | +2.2% |
| 30D | +9.6% | -6.4% | +16.0% | +10.0% |
| 3M | +11.7% | +2.9% | +8.8% | +11.1% |
| 6M | +21.9% | +2.5% | +19.4% | +20.8% |
| YTD | +58.6% | -14.2% | +72.8% | +60.2% |
| 1Y | +66.5% | -15.1% | +81.7% | +68.3% |
| All | +125.4% | +61.2% | +64.2% | +101.6% |
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 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