+114.4%
NI vs CBRE
+25.7%
+88.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.9% |
| 7D | +3.1% | -2.8% | +5.9% | +3.7% |
| 30D | +11.2% | +2.2% | +8.9% | +10.4% |
| 3M | +9.8% | -10.1% | +19.9% | +12.0% |
| 6M | -1.6% | -8.0% | +6.4% | -0.5% |
| YTD | +12.6% | -17.6% | +30.2% | +16.1% |
| 1Y | +7.8% | -14.7% | +22.5% | +10.0% |
| 3Y | +100.5% | +80.4% | +20.2% | +62.7% |
| 5Y | +114.4% | +25.9% | +88.5% | +81.6% |
| All | +114.4% | +25.7% | +88.7% | +81.6% |
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