+11.4%
WBD vs CBRE
+407.4%
-396.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.5% |
| 7D | -0.7% | -5.0% | +4.2% | +1.8% |
| 30D | +1.4% | -4.7% | +6.1% | +3.5% |
| 3M | +4.4% | +6.5% | -2.1% | -0.4% |
| 6M | +0.8% | +6.1% | -5.2% | -4.3% |
| YTD | -2.7% | -12.6% | +9.9% | +0.8% |
| 1Y | +73.4% | -15.3% | +88.7% | +81.9% |
| 3Y | +142.1% | +64.6% | +77.5% | +74.3% |
| 5Y | +7.2% | +45.0% | -37.8% | -18.5% |
| All | +11.4% | +407.4% | -396.1% | -53.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling