+180.5%
TRV vs CBRE
+26.1%
+154.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +2.0% | -1.8% | +3.8% | +2.4% |
| 30D | +6.7% | +3.3% | +3.4% | +5.9% |
| 3M | +9.4% | -12.4% | +21.7% | +12.1% |
| 6M | +37.7% | -5.4% | +43.1% | +38.5% |
| YTD | +40.6% | -17.2% | +57.8% | +44.6% |
| 1Y | +42.4% | -13.1% | +55.5% | +44.7% |
| 3Y | +148.1% | +81.6% | +66.6% | +107.7% |
| All | +180.5% | +26.1% | +154.4% | +158.8% |
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