+730.6%
SRE vs BLDR
+389.5%
+341.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.6% | +2.2% |
| 7D | +1.4% | -0.3% | +1.8% | +1.4% |
| 30D | +1.9% | -16.2% | +18.1% | +3.7% |
| 3M | -3.3% | -14.4% | +11.1% | -2.2% |
| 6M | -6.4% | -32.8% | +26.4% | -3.2% |
| YTD | -1.8% | -39.2% | +37.4% | +2.4% |
| 1Y | +10.7% | -57.7% | +68.4% | +19.7% |
| 3Y | +31.8% | -55.3% | +87.1% | +38.6% |
| 5Y | +49.2% | +15.6% | +33.6% | +38.5% |
| 10Y | +118.5% | +359.8% | -241.3% | +68.1% |
| All | +730.6% | +389.5% | +341.0% | +383.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BLDR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling