-58.7%
NCLH vs GEN
+157.3%
-216.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | -6.5% | -4.3% | -2.2% | -5.2% |
| 30D | -22.1% | +3.8% | -25.9% | -23.1% |
| 3M | -18.7% | +22.3% | -41.0% | -24.1% |
| 6M | -28.4% | +39.0% | -67.4% | -36.6% |
| YTD | -34.7% | +11.9% | -46.6% | -38.0% |
| 1Y | -42.7% | +4.5% | -47.2% | -44.2% |
| 3Y | -10.6% | +59.0% | -69.6% | -23.6% |
| 5Y | -40.7% | +22.0% | -62.7% | -46.5% |
| All | -58.7% | +157.3% | -216.0% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling