+6,074.3%
URI vs CBRE
+2,234.5%
+3,839.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | -2.0% | -2.0% | 0.0% | -1.3% |
| 30D | -12.9% | -2.2% | -10.8% | -12.4% |
| 3M | -6.7% | +12.9% | -19.6% | -11.9% |
| 6M | +19.0% | +4.3% | +14.7% | +15.4% |
| YTD | +25.5% | -8.0% | +33.6% | +26.9% |
| 1Y | +5.5% | -8.6% | +14.1% | +6.9% |
| 3Y | +111.3% | +71.9% | +39.4% | +64.6% |
| 5Y | +198.6% | +50.0% | +148.5% | +145.8% |
| 10Y | +1,179.9% | +390.1% | +789.9% | +587.7% |
| All | +6,074.3% | +2,234.5% | +3,839.8% | +1,753.1% |
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