+199.8%
TER vs CBRE
-7.7%
+207.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.4% |
| 7D | +0.6% | -2.0% | +2.5% | +0.5% |
| 30D | -8.3% | -2.2% | -6.1% | -8.3% |
| 3M | -12.2% | +12.9% | -25.2% | -12.7% |
| 6M | +17.0% | +4.3% | +12.7% | +18.3% |
| YTD | +84.6% | -8.0% | +92.6% | +81.6% |
| 1Y | +199.8% | -8.6% | +208.4% | +189.6% |
| All | +199.8% | -7.7% | +207.5% | +189.6% |
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 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