-1.0%
NCLH vs FIVN
+55.4%
-56.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.6% | +5.2% | +6.6% |
| 7D | +15.8% | -3.4% | +19.2% | +16.3% |
| 30D | +25.1% | +5.8% | +19.3% | +24.1% |
| 3M | -7.3% | +22.0% | -29.3% | -10.1% |
| 6M | +8.1% | +55.7% | -47.6% | +1.0% |
| YTD | -16.7% | +81.3% | -98.0% | -25.7% |
| 1Y | -1.0% | +58.0% | -59.0% | -9.5% |
| All | -1.0% | +55.4% | -56.4% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 1y: compounded portfolio wealth divided by compounded FIVN 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…
1y analysis · Full analysis span regression · 6 months rolling