+45.2%
NU vs CBRE
+36.3%
+8.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.3% | -1.1% |
| 7D | -2.6% | -1.7% | -0.9% | -1.7% |
| 30D | +8.2% | -3.0% | +11.2% | +9.7% |
| 3M | +26.3% | +2.6% | +23.6% | +22.9% |
| 6M | +2.2% | +2.0% | +0.2% | -0.6% |
| YTD | -10.4% | -13.1% | +2.7% | -5.6% |
| 1Y | -3.0% | -13.8% | +10.9% | +2.4% |
| 3Y | +120.3% | +63.9% | +56.4% | +41.3% |
| All | +45.2% | +36.3% | +8.9% | +14.6% |
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