+141.2%
ADI vs CBRE
+45.8%
+95.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.0% | +1.9% |
| 7D | +2.4% | -1.5% | +4.0% | +3.0% |
| 30D | -6.6% | -4.0% | -2.6% | -5.3% |
| 3M | -9.8% | +8.0% | -17.8% | -14.3% |
| 6M | +15.7% | +4.0% | +11.7% | +11.3% |
| YTD | +35.1% | -11.5% | +46.6% | +39.1% |
| 1Y | +47.7% | -13.0% | +60.7% | +53.1% |
| 3Y | +114.5% | +66.9% | +47.6% | +52.3% |
| 5Y | +141.2% | +45.0% | +96.2% | +82.8% |
| All | +141.2% | +45.8% | +95.5% | +82.8% |
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