+113.9%
ADI vs CBRE
+74.0%
+39.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | +0.4% | -2.0% | +2.4% | +1.1% |
| 30D | -3.8% | -2.2% | -1.6% | -3.3% |
| 3M | -15.3% | +12.9% | -28.2% | -19.9% |
| 6M | +6.7% | +4.3% | +2.4% | +3.8% |
| YTD | +34.8% | -8.0% | +42.8% | +36.7% |
| 1Y | +49.0% | -8.6% | +57.6% | +51.2% |
| All | +113.9% | +74.0% | +39.9% | +56.3% |
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