+235.2%
INTU vs CBRE
+376.9%
-141.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | 0.0% |
| 7D | -4.1% | -2.8% | -1.3% | -2.9% |
| 30D | +12.8% | +2.2% | +10.6% | +11.4% |
| 3M | +2.1% | -10.1% | +12.2% | +7.1% |
| 6M | -11.5% | -8.0% | -3.5% | -8.7% |
| YTD | -47.9% | -17.6% | -30.4% | -43.8% |
| 1Y | -47.7% | -14.7% | -33.0% | -44.5% |
| 3Y | -34.0% | +80.4% | -114.3% | -53.2% |
| 5Y | -43.5% | +25.9% | -69.4% | -53.0% |
| All | +235.2% | +376.9% | -141.7% | +57.2% |
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