-45.0%
NCLH vs MSFU
-19.1%
-25.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.8% |
| 7D | -4.8% | -1.8% | -3.0% | -4.9% |
| 30D | -21.7% | +0.5% | -22.2% | -21.6% |
| 3M | -22.2% | +51.9% | -74.1% | -20.1% |
| 6M | -27.5% | +35.0% | -62.5% | -26.9% |
| YTD | -33.6% | -9.0% | -24.6% | -37.1% |
| 1Y | -45.0% | -18.8% | -26.2% | -48.0% |
| All | -45.0% | -19.1% | -25.9% | -48.0% |
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