+18.4%
WMB vs CBRE
-13.9%
+32.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.6% |
| 7D | +8.1% | -2.8% | +10.9% | +7.7% |
| 30D | -6.9% | +2.2% | -9.1% | -6.4% |
| 3M | -5.1% | -10.1% | +5.0% | -5.7% |
| 6M | -5.7% | -8.0% | +2.3% | -6.1% |
| YTD | +18.1% | -17.6% | +35.6% | +14.0% |
| 1Y | +18.4% | -14.7% | +33.1% | +13.0% |
| All | +18.4% | -13.9% | +32.3% | +13.0% |
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