-27.6%
NCLH vs GEN
+312.1%
-339.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -2.9% | -1.3% |
| 7D | +0.2% | +2.0% | -1.8% | -0.4% |
| 30D | +20.8% | +27.7% | -7.0% | +11.7% |
| 3M | -8.1% | +3.3% | -11.4% | -9.8% |
| 6M | +11.8% | +31.8% | -20.0% | +1.1% |
| YTD | -19.5% | +13.5% | -33.0% | -24.3% |
| 1Y | -3.2% | +16.0% | -19.3% | -9.6% |
| 3Y | +37.1% | +70.6% | -33.5% | +14.8% |
| 5Y | -29.9% | +32.1% | -62.0% | -38.0% |
| 10Y | -53.3% | +153.4% | -206.7% | -66.7% |
| All | -27.6% | +312.1% | -339.7% | -53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling