-41.4%
NCLH vs NVT
+419.5%
-461.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | -0.9% |
| 7D | -4.8% | +4.1% | -8.9% | -7.0% |
| 30D | -21.7% | -5.1% | -16.5% | -19.8% |
| 3M | -22.2% | -1.2% | -21.1% | -24.3% |
| 6M | -27.5% | +46.6% | -74.1% | -45.8% |
| YTD | -33.6% | +60.0% | -93.6% | -53.5% |
| 1Y | -45.0% | +70.8% | -115.8% | -63.7% |
| 3Y | -11.0% | +187.5% | -198.6% | -64.2% |
| All | -41.4% | +419.5% | -461.0% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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