+291.9%
FTI vs CBRE
+398.3%
-106.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.2% |
| 7D | -5.6% | -7.2% | +1.6% | -1.6% |
| 30D | +0.4% | -6.4% | +6.8% | +3.6% |
| 3M | +8.1% | +2.9% | +5.2% | +4.2% |
| 6M | +16.7% | +2.5% | +14.2% | +11.4% |
| YTD | +70.0% | -14.2% | +84.1% | +77.0% |
| 1Y | +85.4% | -15.1% | +100.6% | +93.5% |
| 3Y | +265.9% | +61.9% | +204.0% | +141.9% |
| 5Y | +1,072.7% | +42.4% | +1,030.4% | +710.6% |
| All | +291.9% | +398.3% | -106.5% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CBRE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling