+341.5%
ONTO vs CBRE
+157.2%
+184.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.4% | -12.2% | -13.9% |
| 7D | -29.7% | +6.0% | -35.7% | -32.0% |
| 30D | -50.3% | +4.4% | -54.6% | -51.7% |
| 3M | -43.5% | -9.8% | -33.7% | -41.2% |
| 6M | -48.9% | -4.4% | -44.5% | -49.5% |
| YTD | -1.2% | -15.2% | +14.0% | +3.2% |
| 1Y | +14.9% | -9.1% | +24.0% | +15.1% |
| 3Y | +31.2% | +79.4% | -48.2% | -13.4% |
| 5Y | +68.1% | +27.8% | +40.3% | +32.2% |
| All | +341.5% | +157.2% | +184.3% | +162.6% |
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 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