+124.8%
NTAP vs CBRE
+42.7%
+82.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.6% |
| 7D | +2.2% | -1.7% | +3.9% | +2.8% |
| 30D | -7.0% | -3.0% | -4.1% | -6.3% |
| 3M | +12.3% | +2.6% | +9.7% | +10.0% |
| 6M | +85.1% | +2.0% | +83.1% | +80.5% |
| YTD | +74.8% | -13.1% | +87.9% | +81.6% |
| 1Y | +52.7% | -13.8% | +66.5% | +58.8% |
| 3Y | +147.7% | +63.9% | +83.8% | +88.0% |
| 5Y | +124.8% | +42.3% | +82.5% | +76.4% |
| All | +124.8% | +42.7% | +82.1% | +76.4% |
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