+283.3%
CBRE vs FND
+54.9%
+228.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.7% |
| 7D | -7.2% | -5.1% | -2.1% | -5.7% |
| 30D | -6.4% | -22.5% | +16.1% | +1.5% |
| 3M | +2.9% | -5.0% | +7.9% | +3.7% |
| 6M | +2.5% | -21.5% | +24.1% | +8.9% |
| YTD | -14.2% | -23.0% | +8.8% | -8.8% |
| 1Y | -15.1% | -44.9% | +29.7% | 0.0% |
| 3Y | +61.9% | -50.0% | +111.9% | +90.0% |
| 5Y | +42.4% | -63.3% | +105.7% | +74.4% |
| All | +283.3% | +54.9% | +228.4% | +201.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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