-41.4%
NCLH vs NI
+96.9%
-138.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -18.6% |
| 6M | -27.5% | -9.3% | -18.2% | -24.9% |
| YTD | -33.6% | +1.1% | -34.7% | -34.8% |
| 1Y | -45.0% | +3.4% | -48.4% | -46.7% |
| 3Y | -11.0% | +67.9% | -78.9% | -32.3% |
| All | -41.4% | +96.9% | -138.3% | -61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling