-29.6%
NCLH vs ACWI
+58.7%
-88.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | 0.0% |
| 7D | +0.2% | +2.4% | -2.2% | -4.5% |
| 30D | +20.8% | -1.7% | +22.4% | +25.0% |
| 3M | -8.1% | -3.9% | -4.2% | -0.4% |
| 6M | +11.8% | +0.8% | +11.0% | +9.6% |
| YTD | -19.5% | +11.0% | -30.6% | -34.3% |
| 1Y | -3.2% | +13.1% | -16.3% | -23.9% |
| 3Y | +37.1% | +73.9% | -36.8% | -54.4% |
| All | -29.6% | +58.7% | -88.3% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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