-64.5%
ADBE vs BIL
+19.8%
-84.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | -2.0% | 0.0% | -2.0% | -2.2% |
| 3M | -10.5% | +0.6% | -11.1% | -11.4% |
| 6M | -6.2% | +1.5% | -7.7% | -8.2% |
| YTD | -32.2% | +2.8% | -35.0% | -34.4% |
| 1Y | -27.4% | +3.3% | -30.7% | -30.2% |
| 3Y | -58.9% | +13.4% | -72.3% | -75.1% |
| 5Y | -64.5% | +19.8% | -84.3% | -87.1% |
| All | -64.5% | +19.8% | -84.3% | -87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling