-13.8%
CBRE vs FND
-45.4%
+31.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | -3.0% | -19.6% | +16.6% | +2.7% |
| 3M | +2.6% | -4.3% | +7.0% | +3.6% |
| 6M | +2.0% | -20.4% | +22.4% | +7.8% |
| YTD | -13.1% | -21.9% | +8.7% | -8.3% |
| 1Y | -13.8% | -45.2% | +31.4% | +1.4% |
| All | -13.8% | -45.4% | +31.6% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling