+127.4%
ADBE vs BIL
+25.7%
+101.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.2% |
| 7D | -3.8% | +0.1% | -3.9% | -3.7% |
| 30D | -2.3% | 0.0% | -2.3% | -2.3% |
| 3M | -13.3% | +0.6% | -13.9% | -12.1% |
| 6M | -6.5% | +1.5% | -8.0% | -3.2% |
| YTD | -32.4% | +2.8% | -35.2% | -27.9% |
| 1Y | -28.0% | +3.3% | -31.3% | -22.4% |
| 3Y | -60.4% | +13.4% | -73.8% | -56.9% |
| 5Y | -63.4% | +19.8% | -83.3% | -62.4% |
| 10Y | +127.4% | +25.7% | +101.8% | +147.6% |
| All | +127.4% | +25.7% | +101.8% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling