-40.5%
NCLH vs GEN
+20.0%
-60.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -4.6% | -2.9% | -1.7% | -3.3% |
| 30D | -19.9% | +2.1% | -22.0% | -20.8% |
| 3M | -22.0% | +19.7% | -41.7% | -28.6% |
| 6M | -28.3% | +33.3% | -61.6% | -38.6% |
| YTD | -33.5% | +11.1% | -44.6% | -37.7% |
| 1Y | -41.5% | +3.0% | -44.5% | -42.9% |
| 3Y | -8.9% | +57.9% | -66.8% | -27.8% |
| 5Y | -40.5% | +20.6% | -61.1% | -47.6% |
| All | -40.5% | +20.0% | -60.4% | -47.6% |
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