-75.7%
PATH vs BLDR
+20.2%
-95.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +2.5% | -19.1% | -17.7% |
| 7D | -16.3% | -2.8% | -13.5% | -15.5% |
| 30D | +9.9% | -13.3% | +23.2% | +16.2% |
| 3M | +30.2% | -12.3% | +42.4% | +34.0% |
| 6M | +37.2% | -31.5% | +68.7% | +56.0% |
| YTD | -7.3% | -36.1% | +28.7% | +6.8% |
| 1Y | +40.0% | -54.1% | +94.1% | +89.9% |
| 3Y | -4.4% | -55.8% | +51.4% | +15.8% |
| All | -75.7% | +20.2% | -95.9% | -86.6% |
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