-37.2%
NCLH vs GEN
+315.5%
-352.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | +0.6% |
| 7D | -6.5% | -1.2% | -5.3% | -6.1% |
| 30D | -23.3% | +10.1% | -33.4% | -25.7% |
| 3M | -18.6% | +16.1% | -34.7% | -22.6% |
| 6M | -26.2% | +38.9% | -65.1% | -34.4% |
| YTD | -30.2% | +14.4% | -44.7% | -34.1% |
| 1Y | -39.2% | +5.9% | -45.0% | -41.0% |
| 3Y | -5.1% | +58.8% | -63.8% | -18.5% |
| 5Y | -36.8% | +24.7% | -61.4% | -43.0% |
| 10Y | -56.3% | +163.1% | -219.3% | -69.0% |
| All | -37.2% | +315.5% | -352.7% | -59.4% |
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