+174.8%
NVT vs CBRE
+61.2%
+113.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | +2.0% | -7.2% | +9.3% | +4.3% |
| 30D | -7.2% | -6.4% | -0.8% | -5.7% |
| 3M | -0.9% | +2.9% | -3.8% | -3.5% |
| 6M | +42.6% | +2.5% | +40.1% | +38.5% |
| YTD | +52.9% | -14.2% | +67.1% | +58.2% |
| 1Y | +64.5% | -15.1% | +79.6% | +70.6% |
| All | +174.8% | +61.2% | +113.6% | +103.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling