+28.9%
IWD vs CBRE
-12.5%
+41.4%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +3.0% | -0.2% |
| 7D | -0.2% | -1.5% | +1.4% | +0.1% |
| 30D | -0.8% | -4.0% | +3.2% | -0.2% |
| 3M | +8.0% | +8.0% | 0.0% | +6.5% |
| 6M | +18.2% | +4.0% | +14.2% | +17.0% |
| YTD | +22.3% | -11.5% | +33.9% | +23.0% |
| 1Y | +28.9% | -13.0% | +41.9% | +29.0% |
| All | +28.9% | -12.5% | +41.4% | +29.0% |
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