+1,744.2%
TER vs CBRE
+378.3%
+1,365.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.8% | +8.0% | +6.1% |
| 7D | +11.0% | -1.5% | +12.5% | +11.5% |
| 30D | -1.9% | -4.0% | +2.1% | -0.6% |
| 3M | -0.7% | +8.0% | -8.7% | -7.1% |
| 6M | +36.4% | +4.0% | +32.4% | +30.3% |
| YTD | +92.4% | -11.5% | +104.0% | +97.6% |
| 1Y | +213.5% | -13.0% | +226.5% | +222.4% |
| 3Y | +277.2% | +66.9% | +210.3% | +156.6% |
| 5Y | +219.1% | +45.0% | +174.1% | +133.7% |
| 10Y | +1,744.2% | +385.0% | +1,359.2% | +647.3% |
| All | +1,744.2% | +378.3% | +1,365.9% | +647.3% |
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