+108.2%
CBRE vs NVDX
+833.4%
-725.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.9% | +0.1% | -3.6% |
| 7D | -1.5% | +7.3% | -8.8% | -1.8% |
| 30D | -4.0% | -0.9% | -3.1% | -4.1% |
| 3M | +8.0% | +8.4% | -0.4% | +7.1% |
| 6M | +4.0% | +38.2% | -34.2% | +1.2% |
| YTD | -11.5% | +19.3% | -30.8% | -13.4% |
| 1Y | -13.0% | +33.3% | -46.3% | -15.9% |
| All | +108.2% | +833.4% | -725.1% | +62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling