-42.6%
INTU vs NCLH
-39.0%
-3.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | -0.8% |
| 7D | -8.5% | -4.6% | -3.8% | -7.5% |
| 30D | -6.1% | -19.9% | +13.8% | -1.5% |
| 3M | +7.3% | -22.0% | +29.3% | +12.8% |
| 6M | -33.2% | -28.3% | -4.9% | -29.3% |
| YTD | -52.2% | -33.5% | -18.7% | -49.1% |
| 1Y | -52.7% | -41.5% | -11.2% | -48.4% |
| 3Y | -41.6% | -8.9% | -32.7% | -47.2% |
| 5Y | -42.6% | -40.5% | -2.2% | -49.7% |
| All | -42.6% | -39.0% | -3.6% | -49.7% |
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