+50.9%
CBRE vs IBB
+22.5%
+28.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | 0.0% |
| 7D | -2.0% | +1.4% | -3.4% | -2.9% |
| 30D | -2.2% | +10.5% | -12.7% | -8.7% |
| 3M | +12.9% | +23.6% | -10.7% | -2.3% |
| 6M | +4.3% | +22.6% | -18.3% | -9.5% |
| YTD | -8.0% | +25.7% | -33.7% | -21.8% |
| 1Y | -8.6% | +51.4% | -59.9% | -31.9% |
| 3Y | +71.9% | +64.4% | +7.5% | +19.8% |
| All | +50.9% | +22.5% | +28.4% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling