+13,113.1%
MU vs NCLH
-38.0%
+13,151.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | -6.5% | +15.5% | +11.0% |
| 30D | +13.8% | -23.3% | +37.1% | +22.3% |
| 3M | +2.1% | -18.6% | +20.7% | +6.9% |
| 6M | +153.8% | -26.2% | +180.0% | +171.7% |
| YTD | +256.4% | -30.2% | +286.6% | +283.6% |
| 1Y | +719.8% | -39.2% | +758.9% | +810.8% |
| 3Y | +1,360.4% | -5.1% | +1,365.4% | +1,279.9% |
| 5Y | +1,312.4% | -36.8% | +1,349.2% | +1,281.2% |
| 10Y | +6,142.6% | -56.3% | +6,198.9% | +5,621.3% |
| All | +13,113.1% | -38.0% | +13,151.0% | +11,113.5% |
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