-0.9%
NVO vs CBRE
+39.8%
-40.6%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.0% |
| 7D | -7.4% | -7.2% | -0.1% | -5.9% |
| 30D | -5.5% | -6.4% | +0.9% | -4.2% |
| 3M | +4.1% | +2.9% | +1.2% | +3.3% |
| 6M | +19.3% | +2.5% | +16.8% | +18.4% |
| YTD | -9.2% | -14.2% | +5.0% | -6.8% |
| 1Y | -15.0% | -15.1% | +0.1% | -12.7% |
| 3Y | -50.9% | +61.9% | -112.8% | -56.0% |
| 5Y | -0.9% | +42.4% | -43.2% | -4.8% |
| All | -0.9% | +39.8% | -40.6% | -4.8% |
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