+200.8%
WMB vs CBRE
+26.1%
+174.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +7.8% | -1.8% | +9.6% | +8.2% |
| 30D | -5.1% | +3.3% | -8.4% | -6.0% |
| 3M | -4.7% | -12.4% | +7.6% | -2.5% |
| 6M | -7.4% | -5.4% | -2.0% | -7.3% |
| YTD | +17.5% | -17.2% | +34.7% | +20.3% |
| 1Y | +19.5% | -13.1% | +32.6% | +20.6% |
| 3Y | +121.3% | +81.6% | +39.7% | +74.2% |
| All | +200.8% | +26.1% | +174.7% | +150.0% |
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 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