-15.1%
CBRE vs INDA
-9.3%
-5.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | -0.1% | -0.4% |
| 7D | -7.2% | -3.6% | -3.6% | -4.9% |
| 30D | -6.4% | -4.0% | -2.5% | -3.9% |
| 3M | +2.9% | +1.7% | +1.2% | +1.8% |
| 6M | +2.5% | -3.6% | +6.2% | +4.4% |
| YTD | -14.2% | -11.0% | -3.2% | -8.7% |
| 1Y | -15.1% | -9.5% | -5.6% | -11.0% |
| All | -15.1% | -9.3% | -5.8% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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