-21.8%
PATH vs BLDR
-50.4%
+28.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.9% |
| 7D | -5.3% | -3.7% | -1.7% | -4.7% |
| 30D | -0.5% | +16.8% | -17.3% | -4.6% |
| 3M | -7.1% | -13.7% | +6.6% | -4.5% |
| 6M | +23.8% | -21.9% | +45.7% | +28.8% |
| YTD | -20.7% | -39.2% | +18.5% | -12.7% |
| 1Y | -8.1% | -42.6% | +34.6% | +2.6% |
| 3Y | -21.8% | -50.2% | +28.4% | -25.1% |
| All | -21.8% | -50.4% | +28.6% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling