+1,087.4%
NI vs CBRE
+2,234.5%
-1,147.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | +2.0% | -2.0% | +4.0% | +2.3% |
| 30D | -3.5% | -2.2% | -1.4% | -3.3% |
| 3M | -9.1% | +12.9% | -22.0% | -11.2% |
| 6M | -11.8% | +4.3% | -16.2% | -12.8% |
| YTD | +1.1% | -8.0% | +9.1% | +1.6% |
| 1Y | +6.7% | -8.6% | +15.3% | +7.3% |
| 3Y | +71.1% | +71.9% | -0.8% | +53.6% |
| 5Y | +94.3% | +50.0% | +44.3% | +76.5% |
| 10Y | +135.8% | +390.1% | -254.3% | +74.6% |
| All | +1,087.4% | +2,234.5% | -1,147.1% | +545.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling