+144.4%
ADI vs CBRE
+82.7%
+61.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.9% |
| 7D | +9.5% | -1.8% | +11.2% | +10.1% |
| 30D | -1.4% | +3.3% | -4.7% | -2.6% |
| 3M | +4.7% | -12.4% | +17.1% | +9.2% |
| 6M | -7.4% | -5.4% | -2.1% | -6.9% |
| YTD | +48.1% | -17.2% | +65.3% | +55.4% |
| 1Y | +69.6% | -13.1% | +82.7% | +73.5% |
| 3Y | +144.4% | +81.6% | +62.8% | +77.0% |
| All | +144.4% | +82.7% | +61.6% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling