+70.8%
NVT vs CBRE
-14.0%
+84.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.8% | +2.8% | +4.7% |
| 7D | +4.1% | -5.0% | +9.0% | +3.8% |
| 30D | -5.1% | -4.7% | -0.5% | -5.4% |
| 3M | -1.2% | +6.5% | -7.7% | -2.1% |
| 6M | +46.6% | +6.1% | +40.5% | +45.3% |
| YTD | +60.0% | -12.6% | +72.6% | +61.5% |
| 1Y | +70.8% | -15.3% | +86.1% | +70.1% |
| All | +70.8% | -14.0% | +84.8% | +70.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling