-18.8%
PATH vs BLDR
-44.9%
+26.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.3% | -6.4% | +0.8% |
| 7D | -4.8% | +24.4% | -29.2% | -9.7% |
| 30D | +2.7% | +24.9% | -22.3% | -3.0% |
| 3M | -4.2% | -7.8% | +3.6% | -2.9% |
| 6M | +24.7% | -5.8% | +30.5% | +23.8% |
| YTD | -17.6% | -32.5% | +14.9% | -11.4% |
| 1Y | -5.3% | -36.7% | +31.4% | +3.5% |
| All | -18.8% | -44.9% | +26.2% | -24.0% |
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 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