+67.9%
NI vs CBRE
+64.1%
+3.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.9% | -0.4% |
| 7D | 0.0% | -5.0% | +5.0% | +0.9% |
| 30D | -1.4% | -4.7% | +3.3% | -0.7% |
| 3M | -10.6% | +6.5% | -17.1% | -12.0% |
| 6M | -9.3% | +6.1% | -15.4% | -11.0% |
| YTD | +1.1% | -12.6% | +13.8% | +2.9% |
| 1Y | +3.4% | -15.3% | +18.7% | +5.9% |
| 3Y | +67.9% | +64.6% | +3.3% | +35.7% |
| All | +67.9% | +64.1% | +3.7% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling