+171.8%
WAB vs CBRE
+85.6%
+86.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.0% | +3.2% | +4.6% |
| 7D | +4.0% | +1.0% | +2.9% | +3.7% |
| 30D | +4.5% | +5.6% | -1.2% | +2.9% |
| 3M | +2.3% | -6.8% | +9.0% | +3.8% |
| 6M | +12.5% | -5.6% | +18.1% | +13.4% |
| YTD | +40.2% | -14.1% | +54.3% | +43.8% |
| 1Y | +45.2% | -9.5% | +54.7% | +46.1% |
| 3Y | +171.8% | +91.8% | +80.0% | +114.1% |
| All | +171.8% | +85.6% | +86.2% | +114.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling