+30.2%
SRE vs BTSG
+421.3%
-391.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.0% | -1.3% | +1.4% |
| 7D | +1.4% | +5.7% | -4.3% | +0.9% |
| 30D | +1.9% | +0.2% | +1.7% | +1.8% |
| 3M | -3.3% | +5.6% | -8.9% | -4.1% |
| 6M | -6.4% | +50.8% | -57.2% | -10.6% |
| YTD | -1.8% | +67.0% | -68.9% | -7.4% |
| 1Y | +10.7% | +145.5% | -134.8% | 0.0% |
| All | +30.2% | +421.3% | -391.1% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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