+364.6%
CBRE vs DAR
+307.1%
+57.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -2.2% |
| 7D | -2.8% | +9.2% | -12.0% | -5.7% |
| 30D | +2.2% | -12.3% | +14.5% | +6.4% |
| 3M | -10.1% | -12.7% | +2.6% | -6.8% |
| 6M | -8.0% | -12.8% | +4.8% | -5.4% |
| YTD | -17.6% | +53.8% | -71.3% | -31.5% |
| 1Y | -14.7% | +60.3% | -75.0% | -30.4% |
| 3Y | +80.4% | +31.7% | +48.6% | +49.0% |
| 5Y | +25.9% | -27.7% | +53.6% | +27.4% |
| All | +364.6% | +307.1% | +57.5% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling