+514.0%
NOW vs BIL
+26.1%
+487.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.5% | +1.6% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -27.0% | +0.3% | -27.3% | -27.2% |
| 3M | -19.6% | +1.0% | -20.6% | -20.4% |
| 6M | +17.5% | +1.9% | +15.6% | +15.5% |
| YTD | -33.3% | +3.2% | -36.4% | -34.7% |
| 1Y | -39.8% | +3.7% | -43.5% | -41.4% |
| 3Y | -19.9% | +13.8% | -33.7% | -42.2% |
| 5Y | -26.1% | +20.3% | -46.3% | -61.5% |
| All | +514.0% | +26.1% | +487.8% | +179.3% |
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