-10.8%
NVTS vs CBRE
-6.2%
-4.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.1% | +4.9% | +8.3% |
| 7D | -0.3% | +14.1% | -14.4% | -2.5% |
| 30D | -24.4% | +9.0% | -33.4% | -25.3% |
| 3M | -26.5% | -6.6% | -19.9% | -25.6% |
| 6M | -41.4% | +0.8% | -42.2% | -41.4% |
| YTD | +30.7% | -12.2% | +42.9% | +36.8% |
| 1Y | -10.8% | -6.8% | -4.0% | -7.7% |
| All | -10.8% | -6.2% | -4.6% | -7.7% |
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