+226.2%
SU vs CBRE
+26.1%
+200.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +1.7% | -1.8% | +3.5% | +2.0% |
| 30D | -7.9% | +3.3% | -11.2% | -8.7% |
| 3M | +7.5% | -12.4% | +19.9% | +9.9% |
| 6M | +7.2% | -5.4% | +12.6% | +7.3% |
| YTD | +60.9% | -17.2% | +78.1% | +64.8% |
| 1Y | +63.6% | -13.1% | +76.7% | +65.0% |
| 3Y | +128.9% | +81.6% | +47.3% | +74.1% |
| All | +226.2% | +26.1% | +200.1% | +171.2% |
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