-29.5%
NCLH vs BUD
+50.1%
-79.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.8% | -3.9% |
| 7D | +1.7% | -1.6% | +3.3% | +2.5% |
| 30D | +17.9% | +6.7% | +11.2% | +13.6% |
| 3M | -4.5% | +5.9% | -10.4% | -7.7% |
| 6M | +12.9% | +5.1% | +7.8% | +9.0% |
| YTD | -19.1% | +32.9% | -52.0% | -31.2% |
| 1Y | -4.6% | +31.8% | -36.5% | -18.6% |
| 3Y | +37.0% | +47.4% | -10.3% | +1.3% |
| 5Y | -29.5% | +50.8% | -80.3% | -53.6% |
| All | -29.5% | +50.1% | -79.7% | -53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling