+74.9%
IWD vs CBRE
+50.7%
+24.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | -0.3% | -2.0% | +1.7% | +0.3% |
| 30D | +0.6% | -2.2% | +2.8% | +1.1% |
| 3M | +7.2% | +12.9% | -5.7% | +2.5% |
| 6M | +16.2% | +4.3% | +11.9% | +13.7% |
| YTD | +23.3% | -8.0% | +31.4% | +25.0% |
| 1Y | +29.6% | -8.6% | +38.1% | +31.3% |
| 3Y | +70.5% | +71.9% | -1.4% | +32.5% |
| All | +74.9% | +50.7% | +24.2% | +36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling