+386.9%
CBRE vs DOV
+333.4%
+53.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -4.6% | -0.1% | -4.5% | -4.6% |
| 30D | +3.0% | +11.3% | -8.3% | -4.6% |
| 3M | -8.7% | +2.2% | -10.9% | -10.4% |
| 6M | -7.9% | -2.9% | -5.0% | -7.2% |
| YTD | -16.3% | +9.6% | -25.9% | -23.8% |
| 1Y | -13.1% | +16.7% | -29.8% | -24.6% |
| 3Y | +83.1% | +66.9% | +16.3% | +18.0% |
| 5Y | +27.7% | +32.0% | -4.3% | -2.7% |
| 10Y | +386.9% | +334.8% | +52.1% | +94.2% |
| All | +386.9% | +333.4% | +53.5% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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