-20.1%
ISRG vs CBRE
-9.3%
-10.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.0% |
| 7D | +5.4% | +1.0% | +4.4% | +5.1% |
| 30D | +8.6% | +5.6% | +3.0% | +6.5% |
| 3M | +21.6% | -6.8% | +28.3% | +24.5% |
| 6M | +2.3% | -5.6% | +7.9% | +3.8% |
| YTD | -18.7% | -14.1% | -4.6% | -17.4% |
| All | -20.1% | -9.3% | -10.7% | -20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling