-11.0%
NCLH vs NVMI
+207.9%
-218.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.3% |
| 7D | -4.8% | -0.1% | -4.7% | -4.8% |
| 30D | -21.7% | -8.4% | -13.3% | -19.9% |
| 3M | -22.2% | -33.6% | +11.3% | -14.0% |
| 6M | -27.5% | -14.7% | -12.9% | -26.4% |
| YTD | -33.6% | +13.2% | -46.8% | -38.6% |
| 1Y | -45.0% | +29.0% | -74.0% | -51.4% |
| 3Y | -11.0% | +215.0% | -226.0% | -44.7% |
| All | -11.0% | +207.9% | -218.9% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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