-39.2%
NCLH vs QQQI
+19.4%
-58.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -6.5% | +0.4% | -6.9% | -6.9% |
| 30D | -23.3% | +1.0% | -24.3% | -24.1% |
| 3M | -18.6% | -1.2% | -17.4% | -16.7% |
| 6M | -26.2% | +11.6% | -37.8% | -38.6% |
| YTD | -30.2% | +11.7% | -41.9% | -41.9% |
| 1Y | -39.2% | +18.7% | -57.8% | -49.9% |
| All | -39.2% | +19.4% | -58.5% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling