-29.6%
NCLH vs GEN
+33.3%
-62.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -2.9% | -1.7% |
| 7D | +0.2% | +2.0% | -1.8% | -0.7% |
| 30D | +20.8% | +27.7% | -7.0% | +7.8% |
| 3M | -8.1% | +3.3% | -11.4% | -10.5% |
| 6M | +11.8% | +31.8% | -20.0% | -4.0% |
| YTD | -19.5% | +13.5% | -33.0% | -26.2% |
| 1Y | -3.2% | +16.0% | -19.3% | -12.3% |
| 3Y | +37.1% | +70.6% | -33.5% | +3.4% |
| All | -29.6% | +33.3% | -62.9% | -44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling