+1,182.4%
URI vs CBRE
+388.5%
+793.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.4% | -0.4% |
| 7D | -6.0% | -0.5% | -5.4% | -5.7% |
| 30D | +4.6% | +3.1% | +1.5% | +1.8% |
| 3M | -2.7% | -6.4% | +3.7% | +0.2% |
| 6M | +18.4% | -7.9% | +26.3% | +21.3% |
| YTD | +37.4% | -16.2% | +53.5% | +46.5% |
| 1Y | +30.4% | -11.2% | +41.6% | +33.3% |
| 3Y | +147.9% | +83.4% | +64.5% | +42.4% |
| 5Y | +202.1% | +28.4% | +173.6% | +121.8% |
| 10Y | +1,182.4% | +386.8% | +795.7% | +311.3% |
| All | +1,182.4% | +388.5% | +793.9% | +311.3% |
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