+636.4%
ADI vs CBRE
+381.8%
+254.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.3% |
| 7D | +2.6% | -1.7% | +4.3% | +3.3% |
| 30D | -4.6% | -3.0% | -1.7% | -3.8% |
| 3M | -9.5% | +2.6% | -12.1% | -11.8% |
| 6M | +14.8% | +2.0% | +12.8% | +11.6% |
| YTD | +35.8% | -13.1% | +48.9% | +40.7% |
| 1Y | +48.9% | -13.8% | +62.8% | +54.6% |
| 3Y | +115.6% | +63.9% | +51.7% | +60.3% |
| 5Y | +135.1% | +42.3% | +92.8% | +83.6% |
| 10Y | +636.4% | +401.2% | +235.3% | +244.9% |
| All | +636.4% | +381.8% | +254.6% | +244.9% |
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