-12.5%
NCLH vs BTI
+108.0%
-120.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.0% |
| 7D | -6.5% | -2.0% | -4.6% | -6.3% |
| 30D | -22.1% | -3.4% | -18.7% | -21.7% |
| 3M | -18.7% | -9.0% | -9.7% | -17.6% |
| 6M | -28.4% | -5.0% | -23.4% | -28.0% |
| YTD | -34.7% | -0.3% | -34.4% | -34.6% |
| 1Y | -42.7% | +3.1% | -45.8% | -42.7% |
| All | -12.5% | +108.0% | -120.5% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling