-75.9%
PATH vs BLDR
+2.3%
-78.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.3% | -6.4% | -0.9% |
| 7D | -4.8% | +24.4% | -29.2% | -13.8% |
| 30D | +2.7% | +24.9% | -22.3% | -7.6% |
| 3M | -4.2% | -7.8% | +3.6% | -2.5% |
| 6M | +24.7% | -5.8% | +30.5% | +22.2% |
| YTD | -17.6% | -32.5% | +14.9% | -8.3% |
| 1Y | -5.3% | -36.7% | +31.4% | +8.2% |
| 3Y | -22.0% | -45.2% | +23.2% | -17.8% |
| All | -75.9% | +2.3% | -78.2% | -84.8% |
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