-16.0%
NOW vs BIL
+13.1%
-29.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -5.9% | -5.9% |
| 7D | -6.7% | -0.3% | -6.4% | -8.1% |
| 30D | -25.8% | 0.0% | -25.8% | -25.5% |
| 3M | -12.7% | +0.3% | -13.0% | -10.8% |
| 6M | +11.2% | +1.2% | +10.1% | +21.0% |
| YTD | -33.2% | +2.4% | -35.6% | -18.6% |
| 1Y | -41.8% | +3.0% | -44.8% | -23.9% |
| All | -16.0% | +13.1% | -29.1% | +188.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling