-43.2%
INTU vs NCLH
-30.1%
-13.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.6% |
| 7D | +0.1% | +0.2% | -0.2% | 0.0% |
| 30D | +10.1% | +20.8% | -10.7% | +5.2% |
| 3M | -4.2% | -8.1% | +3.9% | -2.9% |
| 6M | -7.2% | +11.8% | -19.1% | -10.8% |
| YTD | -47.7% | -19.5% | -28.2% | -46.8% |
| 1Y | -46.7% | -3.2% | -43.5% | -48.5% |
| 3Y | -34.1% | +37.1% | -71.2% | -46.8% |
| All | -43.2% | -30.1% | -13.1% | -50.3% |
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