-81.1%
PATH vs BLDR
+38.0%
-119.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.8% | +2.1% | -1.4% |
| 7D | -5.6% | +3.9% | -9.5% | -7.3% |
| 30D | -0.7% | +16.5% | -17.2% | -7.7% |
| 3M | -5.9% | -13.7% | +7.8% | -1.8% |
| 6M | +21.6% | -12.2% | +33.7% | +22.7% |
| YTD | -20.6% | -36.3% | +15.7% | -10.0% |
| 1Y | -10.6% | -41.3% | +30.7% | +4.8% |
| 3Y | -24.9% | -48.3% | +23.5% | -17.7% |
| 5Y | -76.8% | -2.6% | -74.2% | -84.0% |
| All | -81.1% | +38.0% | -119.1% | -87.5% |
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