-29.9%
INTU vs CBRE
+79.1%
-109.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.1% | -3.5% |
| 7D | +0.1% | +5.2% | -5.0% | -1.9% |
| 30D | +15.4% | +6.2% | +9.2% | +12.6% |
| 3M | +6.6% | -8.1% | +14.7% | +9.8% |
| 6M | -11.3% | -6.6% | -4.7% | -9.2% |
| YTD | -47.7% | -15.7% | -32.0% | -44.5% |
| 1Y | -47.0% | -9.7% | -37.4% | -45.2% |
| 3Y | -29.9% | +80.4% | -110.3% | -44.8% |
| All | -29.9% | +79.1% | -109.0% | -44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling