+54.6%
TER vs CBRE
+26.4%
+28.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.8% |
| 7D | -20.5% | +5.2% | -25.6% | -22.4% |
| 30D | -47.0% | +6.2% | -53.2% | -48.7% |
| 3M | -43.3% | -8.1% | -35.2% | -41.8% |
| 6M | -42.9% | -6.6% | -36.3% | -42.8% |
| YTD | +12.9% | -15.7% | +28.6% | +17.8% |
| 1Y | +18.2% | -9.7% | +27.8% | +18.1% |
| 3Y | +151.8% | +80.4% | +71.4% | +47.8% |
| All | +54.6% | +26.4% | +28.2% | +13.3% |
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 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