+189.7%
SW vs CBRE
+441.5%
-251.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.1% | 0.0% | +3.1% |
| 7D | +12.1% | +14.1% | -2.0% | +8.6% |
| 30D | +6.6% | +9.0% | -2.5% | +4.2% |
| 3M | -6.0% | -6.6% | +0.6% | -4.6% |
| 6M | +21.5% | +0.8% | +20.7% | +21.0% |
| YTD | +20.3% | -12.2% | +32.6% | +22.8% |
| 1Y | +28.1% | -6.8% | +35.0% | +28.9% |
| 3Y | +51.6% | +85.6% | -34.0% | +33.0% |
| 5Y | -0.1% | +33.9% | -34.0% | -9.1% |
| 10Y | +189.7% | +434.1% | -244.4% | +121.7% |
| All | +189.7% | +441.5% | -251.7% | +121.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling