+1,218.8%
URI vs CBRE
+421.6%
+797.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.0% | +4.9% | +5.6% |
| 7D | -4.0% | +1.0% | -5.1% | -4.7% |
| 30D | +6.8% | +5.6% | +1.2% | +2.3% |
| 3M | -2.8% | -6.8% | +3.9% | +0.4% |
| 6M | +20.9% | -5.6% | +26.4% | +21.8% |
| YTD | +40.2% | -14.1% | +54.3% | +47.1% |
| 1Y | +34.1% | -9.5% | +43.6% | +35.4% |
| 3Y | +164.1% | +91.8% | +72.4% | +47.1% |
| 5Y | +199.3% | +30.3% | +169.0% | +118.0% |
| 10Y | +1,218.8% | +406.9% | +812.0% | +316.7% |
| All | +1,218.8% | +421.6% | +797.2% | +316.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling