-34.1%
INTU vs CBRE
+82.7%
-116.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +0.1% | -1.8% | +1.8% | +0.7% |
| 30D | +10.1% | +3.3% | +6.8% | +8.5% |
| 3M | -4.2% | -12.4% | +8.2% | +0.5% |
| 6M | -7.2% | -5.4% | -1.9% | -5.6% |
| YTD | -47.7% | -17.2% | -30.5% | -44.1% |
| 1Y | -46.7% | -13.1% | -33.6% | -44.1% |
| 3Y | -34.1% | +81.6% | -115.6% | -48.3% |
| All | -34.1% | +82.7% | -116.8% | -48.3% |
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