+26.5%
IP vs CBRE
+397.3%
-370.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.1% |
| 7D | -5.1% | +5.2% | -10.2% | -7.3% |
| 30D | +8.5% | +6.2% | +2.3% | +5.4% |
| 3M | -13.8% | -8.1% | -5.7% | -10.8% |
| 6M | +5.7% | -6.6% | +12.4% | +8.4% |
| YTD | -9.1% | -15.7% | +6.6% | -3.8% |
| 1Y | -0.8% | -9.7% | +8.8% | +1.7% |
| 3Y | +14.8% | +80.4% | -65.6% | -17.0% |
| 5Y | -11.5% | +27.0% | -38.5% | -26.4% |
| All | +26.5% | +397.3% | -370.8% | -44.3% |
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 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