-58.0%
NCLH vs NI
+143.3%
-201.2%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -4.8% | 0.0% | -4.9% | -4.8% |
| 30D | -21.7% | -1.4% | -20.3% | -21.2% |
| 3M | -22.2% | -10.6% | -11.7% | -18.0% |
| 6M | -27.5% | -9.3% | -18.2% | -24.5% |
| YTD | -33.6% | +1.1% | -34.7% | -34.7% |
| 1Y | -45.0% | +3.4% | -48.4% | -46.7% |
| 3Y | -11.0% | +67.9% | -78.9% | -34.4% |
| 5Y | -39.7% | +98.0% | -137.7% | -59.9% |
| All | -58.0% | +143.3% | -201.2% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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