-27.2%
NOW vs CBRE
+25.7%
-52.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.2% |
| 7D | -1.7% | -2.8% | +1.1% | -0.1% |
| 30D | -27.4% | +2.2% | -29.6% | -29.0% |
| 3M | -19.4% | -10.1% | -9.4% | -15.4% |
| 6M | +13.1% | -8.0% | +21.1% | +16.6% |
| YTD | -34.3% | -17.6% | -16.7% | -28.6% |
| 1Y | -41.8% | -14.7% | -27.0% | -38.1% |
| 3Y | -20.7% | +80.4% | -101.1% | -49.5% |
| 5Y | -27.2% | +25.9% | -53.1% | -43.6% |
| All | -27.2% | +25.7% | -52.9% | -43.6% |
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