+487.6%
INTU vs NCLH
-38.0%
+525.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.2% | -3.3% |
| 7D | -7.1% | -6.5% | -0.6% | -5.9% |
| 30D | +1.5% | -23.3% | +24.8% | +6.4% |
| 3M | +10.7% | -18.6% | +29.3% | +14.5% |
| 6M | -23.8% | -26.2% | +2.4% | -20.6% |
| YTD | -49.3% | -30.2% | -19.1% | -47.1% |
| 1Y | -49.7% | -39.2% | -10.5% | -46.4% |
| 3Y | -38.0% | -5.1% | -33.0% | -42.0% |
| 5Y | -38.7% | -36.8% | -2.0% | -41.5% |
| 10Y | +221.3% | -56.3% | +277.6% | +174.6% |
| All | +487.6% | -38.0% | +525.6% | +399.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling