-81.2%
PATH vs BLDR
+39.0%
-120.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.6% | -2.3% |
| 7D | -2.7% | -2.7% | 0.0% | -2.0% |
| 30D | -3.7% | +24.8% | -28.5% | -13.0% |
| 3M | -13.8% | -11.7% | -2.1% | -10.9% |
| 6M | +20.3% | -14.8% | +35.1% | +23.2% |
| YTD | -20.8% | -35.9% | +15.1% | -10.6% |
| 1Y | -9.2% | -39.7% | +30.5% | +4.9% |
| 3Y | -21.8% | -45.6% | +23.8% | -17.0% |
| 5Y | -77.4% | -2.5% | -74.9% | -84.5% |
| All | -81.2% | +39.0% | -120.2% | -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