+105.7%
CBRE vs NVDX
+772.1%
-666.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | -5.0% | -10.2% | +5.2% | -4.5% |
| 30D | -4.7% | -7.3% | +2.7% | -4.4% |
| 3M | +6.5% | +5.5% | +1.0% | +5.8% |
| 6M | +6.1% | +18.3% | -12.2% | +4.1% |
| YTD | -12.6% | +11.4% | -24.1% | -14.1% |
| 1Y | -15.3% | +12.7% | -28.0% | -17.3% |
| All | +105.7% | +772.1% | -666.5% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 10y: compounded portfolio wealth divided by compounded NVDX 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…
10y analysis · Full analysis span regression · 6 months rolling