+2,396.1%
MUU vs NCLH
-35.4%
+2,431.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -2.4% |
| 7D | -8.2% | -4.8% | -3.4% | -5.0% |
| 30D | +10.2% | -21.7% | +31.8% | +30.9% |
| 3M | -26.5% | -22.2% | -4.3% | -16.8% |
| 6M | +227.2% | -27.5% | +254.8% | +291.0% |
| YTD | +527.4% | -33.6% | +561.0% | +678.5% |
| 1Y | +1,843.7% | -45.0% | +1,888.7% | +2,766.2% |
| All | +2,396.1% | -35.4% | +2,431.5% | +2,672.0% |
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