+281.4%
WMB vs CBRE
+379.0%
-97.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | +7.8% | -1.8% | +9.6% | +8.5% |
| 30D | -5.1% | +3.3% | -8.4% | -6.9% |
| 3M | -4.7% | -12.4% | +7.6% | -1.0% |
| 6M | -7.4% | -5.4% | -2.0% | -7.4% |
| YTD | +17.5% | -17.2% | +34.7% | +21.8% |
| 1Y | +19.5% | -13.1% | +32.6% | +21.2% |
| 3Y | +121.3% | +81.6% | +39.7% | +56.3% |
| 5Y | +200.5% | +26.4% | +174.1% | +142.8% |
| All | +281.4% | +379.0% | -97.7% | +66.4% |
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