+63.2%
DHI vs CBRE
+43.6%
+19.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.7% |
| 7D | -3.4% | -5.0% | +1.6% | -0.6% |
| 30D | -5.4% | -4.7% | -0.8% | -2.9% |
| 3M | -10.4% | +6.5% | -17.0% | -13.8% |
| 6M | -2.8% | +6.1% | -8.8% | -6.5% |
| YTD | -3.4% | -12.6% | +9.2% | +1.8% |
| 1Y | -22.9% | -15.3% | -7.6% | -17.2% |
| 3Y | +20.7% | +64.6% | -43.9% | -17.6% |
| All | +63.2% | +43.6% | +19.6% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling