+2,147.3%
WELL vs CBRE
+2,039.6%
+107.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +4.4% | +5.2% | -0.7% | +2.8% |
| 30D | +10.8% | +6.2% | +4.6% | +8.5% |
| 3M | +4.2% | -8.1% | +12.3% | +6.4% |
| 6M | +14.0% | -6.6% | +20.6% | +15.4% |
| YTD | +33.4% | -15.7% | +49.1% | +37.6% |
| 1Y | +32.4% | -9.7% | +42.1% | +33.5% |
| 3Y | +194.7% | +80.4% | +114.4% | +134.1% |
| 5Y | +226.5% | +27.0% | +199.4% | +185.7% |
| 10Y | +429.8% | +412.9% | +16.9% | +205.5% |
| All | +2,147.3% | +2,039.6% | +107.7% | +615.7% |
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 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