-41.4%
NCLH vs NVMI
+261.9%
-303.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.1% |
| 7D | -4.8% | -0.1% | -4.7% | -4.8% |
| 30D | -21.7% | -8.4% | -13.3% | -19.2% |
| 3M | -22.2% | -33.6% | +11.3% | -10.8% |
| 6M | -27.5% | -14.7% | -12.9% | -26.3% |
| YTD | -33.6% | +13.2% | -46.8% | -41.2% |
| 1Y | -45.0% | +29.0% | -74.0% | -54.6% |
| 3Y | -11.0% | +215.0% | -226.0% | -61.1% |
| All | -41.4% | +261.9% | -303.3% | -76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling