+2,317.2%
CBRE vs DOV
+942.6%
+1,374.5%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.5% |
| 7D | -2.0% | -2.7% | +0.7% | +0.7% |
| 30D | -2.2% | -8.1% | +5.9% | +6.1% |
| 3M | +12.9% | -9.4% | +22.3% | +22.3% |
| 6M | +4.3% | -12.6% | +16.9% | +15.5% |
| YTD | -8.0% | -0.5% | -7.6% | -11.3% |
| 1Y | -8.6% | +9.2% | -17.8% | -20.7% |
| 3Y | +71.9% | +34.1% | +37.8% | +16.0% |
| 5Y | +50.0% | +17.3% | +32.8% | +12.9% |
| 10Y | +390.1% | +284.9% | +105.1% | -12.2% |
| All | +2,317.2% | +942.6% | +1,374.5% | +10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling