-45.0%
NCLH vs IQV
+41.8%
-86.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.1% |
| 7D | -4.8% | -2.2% | -2.6% | -4.1% |
| 30D | -21.7% | +8.3% | -30.0% | -23.9% |
| 3M | -22.2% | +44.6% | -66.8% | -31.8% |
| 6M | -27.5% | +52.6% | -80.1% | -37.7% |
| YTD | -33.6% | +16.1% | -49.7% | -36.8% |
| 1Y | -45.0% | +37.3% | -82.3% | -49.1% |
| All | -45.0% | +41.8% | -86.8% | -49.1% |
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