+99.1%
V vs CBRE
+26.4%
+72.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +2.2% | +5.2% | -3.0% | +0.6% |
| 30D | +13.6% | +6.2% | +7.4% | +11.2% |
| 3M | +14.3% | -8.1% | +22.4% | +17.0% |
| 6M | +33.1% | -6.6% | +39.7% | +35.1% |
| YTD | +21.2% | -15.7% | +37.0% | +26.1% |
| 1Y | +26.4% | -9.7% | +36.1% | +28.1% |
| 3Y | +77.6% | +80.4% | -2.8% | +32.3% |
| All | +99.1% | +26.4% | +72.7% | +72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling