+1,273.2%
BE vs NCLH
-40.9%
+1,314.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.5% | +0.6% | -1.3% |
| 7D | +23.9% | -4.6% | +28.6% | +26.4% |
| 30D | +27.8% | -19.9% | +47.8% | +40.5% |
| 3M | +3.7% | -22.0% | +25.7% | +12.9% |
| 6M | +78.0% | -28.3% | +106.2% | +99.4% |
| YTD | +209.9% | -33.5% | +243.4% | +249.3% |
| 1Y | +389.6% | -41.5% | +431.1% | +481.2% |
| 3Y | +1,730.6% | -8.9% | +1,739.5% | +1,457.4% |
| All | +1,273.2% | -40.9% | +1,314.1% | +1,259.7% |
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