-40.7%
NCLH vs ENTG
+15.6%
-56.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.9% | +2.1% | -0.1% |
| 7D | -6.5% | +5.1% | -11.7% | -8.9% |
| 30D | -22.1% | -8.5% | -13.6% | -19.4% |
| 3M | -18.7% | +6.7% | -25.4% | -26.1% |
| 6M | -28.4% | +17.7% | -46.1% | -39.2% |
| YTD | -34.7% | +63.5% | -98.2% | -54.3% |
| 1Y | -42.7% | +73.6% | -116.3% | -62.2% |
| 3Y | -10.6% | +44.6% | -55.2% | -39.7% |
| 5Y | -40.7% | +16.1% | -56.9% | -54.3% |
| All | -40.7% | +15.6% | -56.3% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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