+83.6%
CBRE vs INDA
+17.1%
+66.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -4.6% | +3.1% | -7.7% | -6.7% |
| 30D | +3.0% | +11.3% | -8.3% | -4.2% |
| 3M | -8.7% | +3.0% | -11.7% | -10.6% |
| 6M | -7.9% | +6.5% | -14.4% | -11.8% |
| YTD | -16.3% | -4.6% | -11.7% | -14.2% |
| 1Y | -13.1% | -5.8% | -7.4% | -10.2% |
| All | +83.6% | +17.1% | +66.4% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling