-5.6%
NCLH vs MSCI
+4.4%
-10.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | +0.4% |
| 7D | -0.3% | -2.1% | +1.8% | +0.6% |
| 30D | -20.1% | -1.7% | -18.3% | -19.5% |
| 3M | -17.0% | -8.2% | -8.8% | -14.7% |
| 6M | -23.2% | -2.4% | -20.8% | -23.5% |
| YTD | -31.0% | -2.8% | -28.2% | -31.4% |
| 1Y | -37.3% | -2.7% | -34.6% | -37.8% |
| 3Y | -5.6% | +7.3% | -12.9% | -11.7% |
| All | -5.6% | +4.4% | -10.0% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSCI 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling