-58.0%
NCLH vs BUD
-22.3%
-35.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.1% |
| 7D | -4.8% | -2.6% | -2.2% | -2.7% |
| 30D | -21.7% | -1.2% | -20.5% | -20.8% |
| 3M | -22.2% | -4.9% | -17.3% | -19.4% |
| 6M | -27.5% | +9.3% | -36.8% | -33.4% |
| YTD | -33.6% | +24.0% | -57.6% | -45.3% |
| 1Y | -45.0% | +34.5% | -79.5% | -58.0% |
| 3Y | -11.0% | +43.7% | -54.7% | -42.0% |
| 5Y | -39.7% | +46.0% | -85.7% | -62.2% |
| All | -58.0% | -22.3% | -35.7% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling