-40.5%
NCLH vs NDAQ
+52.5%
-93.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -2.9% |
| 7D | -4.6% | -1.6% | -3.1% | -3.6% |
| 30D | -19.9% | -1.5% | -18.5% | -19.1% |
| 3M | -22.0% | +8.0% | -30.0% | -26.8% |
| 6M | -28.3% | +7.7% | -36.0% | -33.0% |
| YTD | -33.5% | -2.3% | -31.1% | -33.3% |
| 1Y | -41.5% | +0.6% | -42.0% | -42.8% |
| 3Y | -8.9% | +90.9% | -99.8% | -46.6% |
| 5Y | -40.5% | +52.5% | -92.9% | -63.7% |
| All | -40.5% | +52.5% | -93.0% | -63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling