+42.9%
WELL vs CBRE
-7.7%
+50.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -0.8% | -2.0% | +1.2% | -0.8% |
| 30D | -0.1% | -2.2% | +2.1% | 0.0% |
| 3M | +18.0% | +12.9% | +5.1% | +18.0% |
| 6M | +15.0% | +4.3% | +10.7% | +14.2% |
| YTD | +28.6% | -8.0% | +36.7% | +26.3% |
| 1Y | +42.9% | -8.6% | +51.5% | +40.6% |
| All | +42.9% | -7.7% | +50.6% | +40.6% |
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