+751.2%
NVT vs CBRE
+198.7%
+552.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.8% | +8.0% | +6.3% |
| 7D | +10.4% | -1.5% | +11.9% | +11.1% |
| 30D | -1.3% | -4.0% | +2.7% | +0.1% |
| 3M | -0.6% | +8.0% | -8.6% | -7.2% |
| 6M | +53.8% | +4.0% | +49.8% | +45.9% |
| YTD | +60.2% | -11.5% | +71.7% | +64.5% |
| 1Y | +76.8% | -13.0% | +89.8% | +82.4% |
| 3Y | +191.2% | +66.9% | +124.3% | +93.7% |
| 5Y | +430.9% | +45.0% | +385.9% | +276.2% |
| All | +751.2% | +198.7% | +552.6% | +246.4% |
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