+235.3%
INTU vs CBRE
+421.6%
-186.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -2.9% | -1.9% |
| 7D | -3.9% | +1.0% | -5.0% | -4.4% |
| 30D | +11.7% | +5.6% | +6.1% | +8.7% |
| 3M | +4.5% | -6.8% | +11.2% | +7.6% |
| 6M | -13.9% | -5.6% | -8.3% | -12.3% |
| YTD | -48.2% | -14.1% | -34.2% | -45.3% |
| 1Y | -47.1% | -9.5% | -37.7% | -45.5% |
| 3Y | -32.5% | +91.8% | -124.3% | -53.5% |
| 5Y | -42.6% | +30.3% | -72.9% | -52.9% |
| 10Y | +235.3% | +406.9% | -171.6% | +58.2% |
| All | +235.3% | +421.6% | -186.3% | +58.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling