+278.8%
WMB vs CBRE
+50.7%
+228.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +0.6% | -2.0% | +2.5% | +0.9% |
| 30D | +3.3% | -2.2% | +5.4% | +3.6% |
| 3M | +3.1% | +12.9% | -9.8% | -0.2% |
| 6M | -0.7% | +4.3% | -5.0% | -2.4% |
| YTD | +25.2% | -8.0% | +33.2% | +25.9% |
| 1Y | +32.9% | -8.6% | +41.4% | +33.6% |
| 3Y | +140.6% | +71.9% | +68.7% | +95.6% |
| All | +278.8% | +50.7% | +228.0% | +201.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling