+1,574.4%
UNH vs CBRE
+2,001.9%
-427.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.1% | +0.5% |
| 7D | +3.4% | -1.8% | +5.1% | +3.7% |
| 30D | +3.0% | +3.3% | -0.3% | +2.2% |
| 3M | +2.7% | -12.4% | +15.1% | +4.9% |
| 6M | +2.8% | -5.4% | +8.1% | +3.3% |
| YTD | +25.9% | -17.2% | +43.1% | +29.0% |
| 1Y | +25.8% | -13.1% | +38.9% | +27.7% |
| 3Y | -20.0% | +81.6% | -101.6% | -30.4% |
| 5Y | -2.8% | +26.4% | -29.3% | -10.8% |
| 10Y | +228.7% | +381.6% | -152.9% | +131.6% |
| All | +1,574.4% | +2,001.9% | -427.5% | +650.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling