-57.0%
NCLH vs MSCI
+615.8%
-672.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.8% |
| 7D | -4.6% | -1.1% | -3.5% | -4.1% |
| 30D | -19.9% | -1.2% | -18.8% | -19.5% |
| 3M | -22.0% | -8.4% | -13.6% | -18.8% |
| 6M | -28.3% | -1.0% | -27.3% | -29.2% |
| YTD | -33.5% | -2.3% | -31.2% | -34.4% |
| 1Y | -41.5% | -1.2% | -40.3% | -43.0% |
| 3Y | -8.9% | +7.9% | -16.8% | -18.3% |
| 5Y | -40.5% | -10.1% | -30.4% | -42.2% |
| 10Y | -57.0% | +631.0% | -687.9% | -85.7% |
| All | -57.0% | +615.8% | -672.7% | -85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling