-76.8%
PATH vs BLDR
-3.6%
-73.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.8% | +2.1% | -1.3% |
| 7D | -5.6% | +3.9% | -9.5% | -7.4% |
| 30D | -0.7% | +16.5% | -17.2% | -8.0% |
| 3M | -5.9% | -13.7% | +7.8% | -1.6% |
| 6M | +21.6% | -12.2% | +33.7% | +22.7% |
| YTD | -20.6% | -36.3% | +15.7% | -9.5% |
| 1Y | -10.6% | -41.3% | +30.7% | +5.6% |
| 3Y | -24.9% | -48.3% | +23.5% | -18.9% |
| 5Y | -76.8% | -2.6% | -74.2% | -85.0% |
| All | -76.8% | -3.6% | -73.2% | -85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling