+477.7%
ASX vs NCLH
-38.4%
+516.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.2% | +6.4% |
| 7D | +6.3% | -0.3% | +6.6% | +6.3% |
| 30D | +6.4% | -20.1% | +26.5% | +12.0% |
| 3M | +13.1% | -17.0% | +30.2% | +17.1% |
| 6M | +90.3% | -23.2% | +113.5% | +99.5% |
| YTD | +149.6% | -31.0% | +180.7% | +165.8% |
| 1Y | +249.2% | -37.3% | +286.4% | +277.3% |
| 3Y | +445.9% | -5.6% | +451.5% | +403.4% |
| 5Y | +477.7% | -37.0% | +514.7% | +431.1% |
| All | +477.7% | -38.4% | +516.2% | +431.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH 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 NCLH 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