+8.9%
DOCS vs CBRE
+72.5%
-63.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.4% |
| 7D | -1.4% | -2.0% | +0.5% | -0.3% |
| 30D | +21.8% | -2.2% | +24.0% | +23.5% |
| 3M | +27.3% | +12.9% | +14.4% | +18.0% |
| 6M | -0.3% | +4.3% | -4.7% | -2.3% |
| YTD | -40.5% | -8.0% | -32.4% | -38.0% |
| 1Y | -61.5% | -8.6% | -53.0% | -59.9% |
| All | +8.9% | +72.5% | -63.6% | -29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling