+1,562.0%
SRE vs FLR
+609.6%
+952.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.6% |
| 7D | +1.4% | +0.7% | +0.8% | +1.3% |
| 30D | +1.9% | -0.7% | +2.6% | +1.8% |
| 3M | -3.3% | +14.3% | -17.6% | -5.7% |
| 6M | -6.4% | +25.6% | -32.0% | -10.5% |
| YTD | -1.8% | +42.9% | -44.7% | -8.1% |
| 1Y | +10.7% | +38.7% | -28.0% | +3.7% |
| 3Y | +31.8% | +61.8% | -30.0% | +17.2% |
| 5Y | +49.2% | +254.1% | -204.9% | +15.2% |
| 10Y | +118.5% | +20.0% | +98.5% | +77.6% |
| All | +1,562.0% | +609.6% | +952.4% | +936.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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