-3.4%
UNH vs CBRE
+25.7%
-29.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.1% | +0.8% |
| 7D | +2.4% | -2.8% | +5.2% | +2.8% |
| 30D | +7.2% | +2.2% | +5.0% | +6.8% |
| 3M | +0.5% | -10.1% | +10.6% | +1.9% |
| 6M | +3.4% | -8.0% | +11.4% | +4.2% |
| YTD | +25.2% | -17.6% | +42.7% | +27.6% |
| 1Y | +22.7% | -14.7% | +37.4% | +24.4% |
| 3Y | -20.3% | +80.4% | -100.6% | -30.5% |
| 5Y | -3.4% | +25.9% | -29.3% | -8.4% |
| All | -3.4% | +25.7% | -29.1% | -8.4% |
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 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