+355.7%
SU vs CBRE
+39.8%
+316.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +1.7% | -7.2% | +8.9% | +3.3% |
| 30D | +9.6% | -6.4% | +16.0% | +11.0% |
| 3M | +11.7% | +2.9% | +8.8% | +10.3% |
| 6M | +21.9% | +2.5% | +19.4% | +19.7% |
| YTD | +58.6% | -14.2% | +72.8% | +62.0% |
| 1Y | +66.5% | -15.1% | +81.7% | +70.2% |
| 3Y | +121.4% | +61.9% | +59.5% | +76.4% |
| 5Y | +355.7% | +42.4% | +313.3% | +261.9% |
| All | +355.7% | +39.8% | +316.0% | +261.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling