+1,006.2%
TER vs CBRE
+388.5%
+617.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +1.0% |
| 7D | -8.9% | -0.5% | -8.4% | -8.5% |
| 30D | -39.1% | +3.1% | -42.1% | -40.3% |
| 3M | -32.8% | -6.4% | -26.4% | -31.6% |
| 6M | -31.7% | -7.9% | -23.9% | -31.2% |
| YTD | +26.9% | -16.2% | +43.1% | +32.8% |
| 1Y | +33.6% | -11.2% | +44.8% | +35.2% |
| 3Y | +181.5% | +83.4% | +98.1% | +78.9% |
| 5Y | +76.1% | +28.4% | +47.7% | +36.2% |
| 10Y | +1,006.2% | +386.8% | +619.4% | +337.4% |
| All | +1,006.2% | +388.5% | +617.7% | +337.4% |
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