+28.0%
NBIS vs NCLH
-8.8%
+36.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +6.8% | -13.4% | -8.3% |
| 7D | -22.4% | +15.8% | -38.2% | -25.8% |
| 30D | -39.1% | +25.1% | -64.2% | -43.0% |
| 3M | -37.3% | -7.3% | -30.0% | -36.6% |
| 6M | -19.8% | +8.1% | -27.9% | -23.5% |
| YTD | +69.1% | -16.7% | +85.7% | +68.3% |
| 1Y | +28.0% | -1.0% | +29.0% | +24.1% |
| All | +28.0% | -8.8% | +36.8% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling