-58.7%
NCLH vs NDAQ
+370.8%
-429.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -0.2% |
| 7D | -6.5% | -6.8% | +0.2% | -1.7% |
| 30D | -22.1% | -3.2% | -18.9% | -20.3% |
| 3M | -18.7% | +6.5% | -25.2% | -23.0% |
| 6M | -28.4% | +5.7% | -34.1% | -32.3% |
| YTD | -34.7% | -4.6% | -30.1% | -33.7% |
| 1Y | -42.7% | -1.6% | -41.1% | -43.3% |
| 3Y | -10.6% | +86.4% | -97.1% | -45.3% |
| 5Y | -40.7% | +50.3% | -91.1% | -58.3% |
| All | -58.7% | +370.8% | -429.5% | -85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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