-40.1%
NCLH vs NI
+526.0%
-566.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.3% |
| 7D | -4.6% | +1.3% | -5.9% | -5.2% |
| 30D | -19.9% | -0.3% | -19.7% | -19.9% |
| 3M | -22.0% | -9.5% | -12.5% | -18.5% |
| 6M | -28.3% | -10.2% | -18.1% | -25.1% |
| YTD | -33.5% | +1.8% | -35.2% | -34.7% |
| 1Y | -41.5% | +5.7% | -47.1% | -43.7% |
| 3Y | -8.9% | +69.6% | -78.5% | -31.1% |
| 5Y | -40.5% | +95.8% | -136.2% | -58.4% |
| 10Y | -57.0% | +145.1% | -202.0% | -71.3% |
| All | -40.1% | +526.0% | -566.1% | -70.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling