-39.2%
NCLH vs MSFU
-18.4%
-20.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.0% | -0.3% |
| 7D | -6.5% | -5.7% | -0.8% | -6.7% |
| 30D | -23.3% | +4.2% | -27.5% | -23.1% |
| 3M | -18.6% | +27.9% | -46.5% | -16.2% |
| 6M | -26.2% | +37.1% | -63.4% | -25.5% |
| YTD | -30.2% | -7.4% | -22.9% | -33.8% |
| 1Y | -39.2% | -19.6% | -19.6% | -42.3% |
| All | -39.2% | -18.4% | -20.7% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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