+171.4%
NTRA vs CBRE
+39.8%
+131.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.6% |
| 7D | -0.5% | -7.2% | +6.8% | +3.9% |
| 30D | +4.3% | -6.4% | +10.7% | +7.9% |
| 3M | +50.6% | +2.9% | +47.7% | +46.4% |
| 6M | +63.9% | +2.5% | +61.4% | +59.6% |
| YTD | +42.4% | -14.2% | +56.5% | +51.7% |
| 1Y | +92.1% | -15.1% | +107.2% | +105.6% |
| 3Y | +501.7% | +61.9% | +439.9% | +295.5% |
| 5Y | +171.4% | +42.4% | +129.1% | +93.9% |
| All | +171.4% | +39.8% | +131.7% | +93.9% |
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