-39.2%
NCLH vs BEN
+42.6%
-81.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -2.5% |
| 7D | -6.5% | +0.2% | -6.7% | -6.6% |
| 30D | -23.3% | -0.5% | -22.8% | -23.0% |
| 3M | -18.6% | +9.7% | -28.3% | -24.2% |
| 6M | -26.2% | +33.9% | -60.1% | -41.6% |
| YTD | -30.2% | +49.0% | -79.2% | -47.7% |
| 1Y | -39.2% | +42.1% | -81.3% | -52.6% |
| All | -39.2% | +42.6% | -81.7% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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