+504.6%
NOW vs BIL
+25.6%
+479.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.1% | +0.1% | -3.1% | -3.1% |
| 30D | -27.0% | 0.0% | -27.0% | -27.1% |
| 3M | -17.7% | +0.6% | -18.3% | -18.4% |
| 6M | +12.7% | +1.5% | +11.2% | +11.0% |
| YTD | -32.9% | +2.8% | -35.7% | -34.3% |
| 1Y | -40.4% | +3.3% | -43.7% | -41.9% |
| 3Y | -17.1% | +13.4% | -30.5% | -40.4% |
| 5Y | -25.7% | +19.8% | -45.5% | -61.4% |
| 10Y | +504.6% | +25.6% | +479.0% | +174.9% |
| All | +504.6% | +25.6% | +479.0% | +174.9% |
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