+211.1%
INTU vs CBRE
+378.3%
-167.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.8% | -0.4% | -2.4% |
| 7D | -7.5% | -1.5% | -6.0% | -6.9% |
| 30D | -1.9% | -4.0% | +2.1% | -0.1% |
| 3M | +4.9% | +8.0% | -3.2% | +0.9% |
| 6M | -33.2% | +4.0% | -37.2% | -34.9% |
| YTD | -51.4% | -11.5% | -39.9% | -49.2% |
| 1Y | -52.0% | -13.0% | -39.0% | -49.5% |
| 3Y | -40.7% | +66.9% | -107.6% | -56.1% |
| 5Y | -41.7% | +45.0% | -86.8% | -54.3% |
| 10Y | +211.1% | +385.0% | -173.9% | +44.2% |
| All | +211.1% | +378.3% | -167.2% | +44.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling