+336.3%
WBD vs CBRE
+775.9%
-439.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -10.2% | +24.0% | +16.6% |
| 7D | +13.8% | -10.2% | +24.0% | +16.6% |
| 30D | +13.8% | -10.2% | +24.0% | +16.6% |
| 3M | +13.8% | -10.2% | +24.0% | +16.6% |
| 6M | +13.3% | -5.3% | +18.6% | +14.2% |
| YTD | +7.4% | -19.5% | +26.9% | +12.4% |
| 1Y | +63.0% | -17.1% | +80.1% | +68.9% |
| 3Y | +206.7% | +79.0% | +127.7% | +159.7% |
| 5Y | +18.4% | +29.6% | -11.2% | +9.3% |
| 10Y | +11.8% | +369.5% | -357.7% | -25.4% |
| All | +336.3% | +775.9% | -439.6% | +94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling