+1,535.1%
SRE vs BTI
+2,501.3%
-966.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | +1.4% | -1.4% | +2.8% | +1.8% |
| 30D | +1.9% | -7.0% | +8.9% | +3.9% |
| 3M | -3.3% | -6.3% | +3.0% | -1.8% |
| 6M | -6.4% | -2.0% | -4.5% | -6.3% |
| YTD | -1.8% | +0.2% | -2.0% | -2.4% |
| 1Y | +10.7% | +3.8% | +7.0% | +8.9% |
| 3Y | +31.8% | +112.1% | -80.3% | +5.9% |
| 5Y | +49.2% | +113.6% | -64.4% | +18.9% |
| 10Y | +118.5% | +69.6% | +48.9% | +79.3% |
| All | +1,535.1% | +2,501.3% | -966.2% | +709.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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