-80.4%
PATH vs BLDR
+46.4%
-126.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.3% | -6.4% | -0.7% |
| 7D | -4.8% | +24.4% | -29.2% | -13.4% |
| 30D | +2.7% | +24.9% | -22.3% | -7.2% |
| 3M | -4.2% | -7.8% | +3.6% | -2.6% |
| 6M | +24.7% | -5.8% | +30.5% | +22.4% |
| YTD | -17.6% | -32.5% | +14.9% | -8.7% |
| 1Y | -5.3% | -36.7% | +31.4% | +7.6% |
| 3Y | -22.0% | -45.2% | +23.2% | -16.5% |
| 5Y | -76.5% | +6.3% | -82.8% | -84.2% |
| All | -80.4% | +46.4% | -126.8% | -87.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling