-13.1%
CBRE vs IBB
+36.8%
-49.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | -4.6% | -1.4% | -3.3% | -4.1% |
| 30D | +3.0% | +6.8% | -3.8% | +0.1% |
| 3M | -8.7% | +9.2% | -18.0% | -12.4% |
| 6M | -7.9% | +28.3% | -36.2% | -17.6% |
| YTD | -16.3% | +29.4% | -45.7% | -26.0% |
| 1Y | -13.1% | +33.2% | -46.3% | -25.0% |
| All | -13.1% | +36.8% | -49.9% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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