-39.2%
NCLH vs BTI
+5.0%
-44.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | -6.5% | -1.4% | -5.1% | -6.3% |
| 30D | -23.3% | -6.6% | -16.7% | -22.5% |
| 3M | -18.6% | -3.0% | -15.6% | -17.7% |
| 6M | -26.2% | -6.7% | -19.6% | -25.8% |
| YTD | -30.2% | +0.6% | -30.8% | -29.0% |
| 1Y | -39.2% | +5.6% | -44.8% | -34.1% |
| All | -39.2% | +5.0% | -44.1% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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