-10.9%
NCLH vs BUD
+44.4%
-55.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -3.1% |
| 7D | -4.6% | -1.3% | -3.3% | -4.4% |
| 30D | -19.9% | -6.1% | -13.8% | -19.0% |
| 3M | -22.0% | -3.8% | -18.2% | -21.5% |
| 6M | -28.3% | +8.2% | -36.5% | -29.4% |
| YTD | -33.5% | +23.6% | -57.0% | -34.9% |
| 1Y | -41.5% | +33.4% | -74.9% | -43.0% |
| All | -10.9% | +44.4% | -55.3% | -18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling