+1,700.8%
NTRA vs CBRE
+280.7%
+1,420.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.5% | +0.9% |
| 7D | +1.1% | -1.5% | +2.6% | +1.8% |
| 30D | +0.6% | -4.0% | +4.6% | +2.4% |
| 3M | +51.8% | +8.0% | +43.8% | +44.2% |
| 6M | +63.6% | +4.0% | +59.6% | +58.6% |
| YTD | +41.5% | -11.5% | +53.0% | +47.8% |
| 1Y | +93.6% | -13.0% | +106.6% | +103.7% |
| 3Y | +498.0% | +66.9% | +431.2% | +319.9% |
| 5Y | +172.5% | +45.0% | +127.4% | +105.6% |
| 10Y | +2,960.8% | +385.0% | +2,575.8% | +1,038.7% |
| All | +1,700.8% | +280.7% | +1,420.1% | +593.4% |
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 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