+1,288.0%
ADI vs CBRE
+1,992.7%
-704.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | +13.4% | -2.8% | +16.2% | +14.2% |
| 30D | -1.3% | +2.2% | -3.5% | -2.0% |
| 3M | +6.8% | -10.1% | +16.9% | +9.2% |
| 6M | -1.9% | -8.0% | +6.1% | -0.9% |
| YTD | +52.3% | -17.6% | +69.8% | +57.2% |
| 1Y | +71.6% | -14.7% | +86.4% | +75.7% |
| 3Y | +148.9% | +80.4% | +68.5% | +111.2% |
| 5Y | +140.8% | +25.9% | +114.9% | +121.7% |
| 10Y | +653.6% | +379.5% | +274.1% | +408.5% |
| All | +1,288.0% | +1,992.7% | -704.7% | +377.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling