+27.6%
V vs CBRE
-11.6%
+39.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.9% |
| 7D | +0.8% | -0.5% | +1.3% | +0.9% |
| 30D | +9.9% | +3.1% | +6.9% | +9.2% |
| 3M | +17.5% | -6.4% | +23.9% | +18.6% |
| 6M | +33.5% | -7.9% | +41.3% | +34.6% |
| YTD | +21.6% | -16.2% | +37.7% | +21.6% |
| 1Y | +27.6% | -11.2% | +38.8% | +23.8% |
| All | +27.6% | -11.6% | +39.1% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling