+6,353.8%
URI vs CBRE
+2,039.6%
+4,314.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | -9.8% | +5.2% | -15.0% | -11.7% |
| 30D | +1.7% | +6.2% | -4.5% | -1.1% |
| 3M | -9.1% | -8.1% | -1.0% | -6.6% |
| 6M | +9.9% | -6.6% | +16.5% | +11.1% |
| YTD | +31.2% | -15.7% | +46.9% | +36.7% |
| 1Y | +25.9% | -9.7% | +35.6% | +27.6% |
| 3Y | +147.4% | +80.4% | +67.0% | +88.0% |
| 5Y | +179.7% | +27.0% | +152.7% | +144.6% |
| 10Y | +1,419.5% | +412.9% | +1,006.6% | +704.5% |
| All | +6,353.8% | +2,039.6% | +4,314.2% | +1,896.2% |
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