+1,230.0%
NI vs CBRE
+2,001.9%
-771.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.5% |
| 7D | +4.3% | -1.8% | +6.1% | +4.6% |
| 30D | +12.4% | +3.3% | +9.1% | +11.6% |
| 3M | +10.2% | -12.4% | +22.5% | +12.3% |
| 6M | -0.8% | -5.4% | +4.5% | -0.4% |
| YTD | +13.2% | -17.2% | +30.4% | +15.6% |
| 1Y | +10.1% | -13.1% | +23.2% | +11.5% |
| 3Y | +103.1% | +81.6% | +21.5% | +80.6% |
| 5Y | +115.5% | +26.4% | +89.1% | +101.1% |
| 10Y | +195.5% | +381.6% | -186.1% | +119.7% |
| All | +1,230.0% | +2,001.9% | -771.9% | +634.3% |
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