-10.9%
NCLH vs NDAQ
+90.0%
-100.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.0% |
| 7D | -4.6% | -1.6% | -3.1% | -3.7% |
| 30D | -19.9% | -1.5% | -18.5% | -19.2% |
| 3M | -22.0% | +8.0% | -30.0% | -26.0% |
| 6M | -28.3% | +7.7% | -36.0% | -32.4% |
| YTD | -33.5% | -2.3% | -31.1% | -32.7% |
| 1Y | -41.5% | +0.6% | -42.0% | -42.3% |
| All | -10.9% | +90.0% | -100.8% | -41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling