-45.0%
NCLH vs FIVN
+20.3%
-65.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.5% |
| 7D | -4.8% | -7.8% | +3.0% | -3.7% |
| 30D | -21.7% | -1.7% | -19.9% | -21.5% |
| 3M | -22.2% | +47.2% | -69.4% | -27.4% |
| 6M | -27.5% | +82.7% | -110.2% | -37.3% |
| YTD | -33.6% | +52.9% | -86.5% | -40.1% |
| 1Y | -45.0% | +17.5% | -62.5% | -48.5% |
| All | -45.0% | +20.3% | -65.3% | -48.5% |
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