-56.6%
NCLH vs BUD
-2.1%
-54.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.5% |
| 7D | +0.2% | +1.0% | -0.8% | -0.7% |
| 30D | +20.8% | +6.7% | +14.1% | +13.7% |
| 3M | -8.1% | +5.7% | -13.8% | -13.0% |
| 6M | +11.8% | +5.8% | +6.0% | +4.9% |
| YTD | -19.5% | +34.4% | -53.9% | -38.8% |
| 1Y | -3.2% | +33.3% | -36.5% | -26.0% |
| 3Y | +37.1% | +48.8% | -11.7% | -13.6% |
| 5Y | -29.9% | +52.5% | -82.5% | -57.9% |
| All | -56.6% | -2.1% | -54.5% | -73.0% |
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