-41.4%
NCLH vs BNS
+94.7%
-136.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.0% |
| 7D | -4.8% | -0.4% | -4.4% | -4.4% |
| 30D | -21.7% | +3.5% | -25.1% | -25.0% |
| 3M | -22.2% | +14.1% | -36.3% | -33.8% |
| 6M | -27.5% | +33.8% | -61.3% | -48.1% |
| YTD | -33.6% | +29.5% | -63.1% | -50.8% |
| 1Y | -45.0% | +48.4% | -93.4% | -65.2% |
| 3Y | -11.0% | +129.6% | -140.6% | -66.4% |
| All | -41.4% | +94.7% | -136.1% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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