Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OZ (Belpointe PREP, LLC) | -28.49% | -31.62% | -19.85% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OZ (Belpointe PREP, LLC) | 10/18/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.59 | -31.62 | -19.85 | NA | NA | NA | NA | … | … | -28.49 | -16.69 | -1.62 | -22.75 | -0.07 | -0.10 |
| Sharpe Ratio | NA | -0.97 | -0.64 | NA | NA | NA | NA | … | … | -1.52 | -0.54 | -0.21 | -1.31 | -0.05 | -0.09 |
| Standard Deviation(%) | NA | 30.92 | 35.81 | NA | NA | NA | NA | … | … | 37.29 | 37.04 | 38.88 | 20.80 | 28.44 | 6.21 |
| Draw Down(%) | NA | 31.46 | 48.79 | NA | NA | NA | NA | … | … | 28.33 | 25.35 | 39.60 | 35.00 | 21.96 | 2.25 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OZ (Belpointe PREP, LLC) |
-19.75%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OZ (Belpointe PREP, LLC) |
-8.21%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart