-27.9%
DHR vs CBRE
+42.7%
-70.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.5% |
| 7D | -2.4% | -1.7% | -0.7% | -1.8% |
| 30D | -2.2% | -3.0% | +0.8% | -1.2% |
| 3M | +9.0% | +2.6% | +6.3% | +7.3% |
| 6M | +3.5% | +2.0% | +1.5% | +1.8% |
| YTD | -10.1% | -13.1% | +3.0% | -6.5% |
| 1Y | +6.2% | -13.8% | +20.0% | +10.6% |
| 3Y | -5.4% | +63.9% | -69.2% | -26.9% |
| 5Y | -27.9% | +42.3% | -70.2% | -45.0% |
| All | -27.9% | +42.7% | -70.6% | -45.0% |
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