-81.0%
PATH vs BLDR
+26.6%
-107.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | +1.1% |
| 7D | +0.7% | -8.2% | +8.9% | +3.9% |
| 30D | -1.1% | +16.3% | -17.4% | -8.2% |
| 3M | -14.2% | -17.0% | +2.8% | -9.2% |
| 6M | +30.9% | -17.4% | +48.3% | +35.1% |
| YTD | -20.1% | -41.6% | +21.5% | -6.5% |
| 1Y | -8.1% | -43.5% | +35.4% | +8.6% |
| 3Y | -24.3% | -51.6% | +27.4% | -15.5% |
| 5Y | -75.6% | -11.6% | -64.0% | -82.6% |
| All | -81.0% | +26.6% | -107.7% | -87.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling