+4.4%
NI vs CBRE
-15.0%
+19.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -0.6% | -7.2% | +6.7% | -0.2% |
| 30D | -1.4% | -6.4% | +5.0% | -1.2% |
| 3M | -10.6% | +2.9% | -13.5% | -10.8% |
| 6M | -9.9% | +2.5% | -12.4% | -10.4% |
| YTD | +1.2% | -14.2% | +15.3% | +1.4% |
| 1Y | +4.4% | -15.1% | +19.6% | +5.2% |
| All | +4.4% | -15.0% | +19.4% | +5.2% |
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