-1.0%
NCLH vs IQV
+25.1%
-26.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.5% | +6.3% | +6.6% |
| 7D | +15.8% | -5.5% | +21.3% | +17.8% |
| 30D | +25.1% | -0.9% | +25.9% | +25.1% |
| 3M | -7.3% | +15.6% | -22.9% | -12.5% |
| 6M | +8.1% | +63.9% | -55.8% | -10.9% |
| YTD | -16.7% | +17.0% | -33.7% | -19.8% |
| 1Y | -1.0% | +25.0% | -26.1% | -9.3% |
| All | -1.0% | +25.1% | -26.1% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling