+27.9%
NCLH vs MSFU
+88.0%
-60.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.6% |
| 7D | +0.2% | -2.8% | +3.0% | +0.7% |
| 30D | +20.8% | -5.3% | +26.1% | +21.9% |
| 3M | -8.1% | +7.2% | -15.4% | -10.0% |
| 6M | +11.8% | +51.0% | -39.2% | -1.1% |
| YTD | -19.5% | -1.2% | -18.3% | -21.3% |
| 1Y | -3.2% | -10.3% | +7.1% | -2.5% |
| 3Y | +37.1% | +22.2% | +14.9% | +14.1% |
| All | +27.9% | +88.0% | -60.1% | -8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling