+148.1%
TRV vs CBRE
+82.7%
+65.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +2.0% | -1.8% | +3.8% | +2.3% |
| 30D | +6.7% | +3.3% | +3.4% | +6.0% |
| 3M | +9.4% | -12.4% | +21.7% | +11.5% |
| 6M | +37.7% | -5.4% | +43.1% | +38.3% |
| YTD | +40.6% | -17.2% | +57.8% | +43.7% |
| 1Y | +42.4% | -13.1% | +55.5% | +44.1% |
| 3Y | +148.1% | +81.6% | +66.6% | +141.9% |
| All | +148.1% | +82.7% | +65.4% | +141.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling