-40.5%
NCLH vs BUD
+44.7%
-85.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -2.4% |
| 7D | -4.6% | -1.3% | -3.3% | -3.9% |
| 30D | -19.9% | -6.1% | -13.8% | -17.3% |
| 3M | -22.0% | -3.8% | -18.2% | -20.6% |
| 6M | -28.3% | +8.2% | -36.5% | -31.6% |
| YTD | -33.5% | +23.6% | -57.0% | -40.9% |
| 1Y | -41.5% | +33.4% | -74.9% | -50.2% |
| 3Y | -8.9% | +45.3% | -54.2% | -32.8% |
| 5Y | -40.5% | +44.3% | -84.7% | -56.8% |
| All | -40.5% | +44.7% | -85.2% | -56.8% |
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 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