+37.1%
NCLH vs MSCI
+34.1%
+3.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.1% |
| 7D | +0.2% | +3.0% | -2.8% | -1.0% |
| 30D | +20.8% | +17.8% | +3.0% | +13.4% |
| 3M | -8.1% | +15.2% | -23.3% | -13.1% |
| 6M | +11.8% | +16.5% | -4.7% | +4.3% |
| YTD | -19.5% | +16.4% | -35.9% | -25.4% |
| 1Y | -3.2% | +16.8% | -20.0% | -10.4% |
| 3Y | +37.1% | +35.8% | +1.3% | +21.0% |
| All | +37.1% | +34.1% | +3.0% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling