+37.9%
NCLH vs BUD
+47.9%
-10.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.8% | -4.0% |
| 7D | +1.7% | -1.6% | +3.3% | +2.0% |
| 30D | +17.9% | +6.7% | +11.2% | +16.3% |
| 3M | -4.5% | +5.9% | -10.4% | -5.7% |
| 6M | +12.9% | +5.1% | +7.8% | +11.5% |
| YTD | -19.1% | +32.9% | -52.0% | -22.0% |
| 1Y | -4.6% | +31.8% | -36.5% | -8.1% |
| All | +37.9% | +47.9% | -10.0% | +23.8% |
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 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