-4.6%
NCLH vs BNY
+38.8%
-43.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.1% | -2.4% |
| 7D | -2.5% | -1.3% | -1.3% | -1.6% |
| 30D | +14.5% | +3.1% | +11.4% | +12.8% |
| 3M | -12.5% | -6.7% | -5.8% | -9.1% |
| 6M | +4.8% | +12.4% | -7.5% | -5.4% |
| YTD | -20.4% | +29.3% | -49.7% | -36.3% |
| 1Y | -4.6% | +38.1% | -42.7% | -28.6% |
| All | -4.6% | +38.8% | -43.3% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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