-40.1%
NCLH vs BTI
+146.3%
-186.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.8% |
| 7D | -4.6% | -2.4% | -2.2% | -3.4% |
| 30D | -19.9% | -4.8% | -15.2% | -18.0% |
| 3M | -22.0% | -8.1% | -13.9% | -18.9% |
| 6M | -28.3% | -4.2% | -24.1% | -27.7% |
| YTD | -33.5% | -1.3% | -32.2% | -34.1% |
| 1Y | -41.5% | +2.1% | -43.6% | -43.2% |
| 3Y | -8.9% | +108.9% | -117.8% | -42.4% |
| 5Y | -40.5% | +114.5% | -154.9% | -63.1% |
| 10Y | -57.0% | +72.2% | -129.2% | -72.4% |
| All | -40.1% | +146.3% | -186.4% | -66.3% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling