+24.3%
W vs CBRE
-6.2%
+30.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.1% | +6.9% | +8.0% |
| 7D | +8.4% | +14.1% | -5.7% | -1.5% |
| 30D | +16.5% | +9.0% | +7.5% | +9.1% |
| 3M | +6.4% | -6.6% | +13.0% | +11.7% |
| 6M | +90.5% | +0.8% | +89.8% | +88.6% |
| YTD | +23.1% | -12.2% | +35.3% | +27.8% |
| 1Y | +24.3% | -6.8% | +31.1% | +19.7% |
| All | +24.3% | -6.2% | +30.5% | +19.7% |
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