-41.2%
NCLH vs SIRI
+14.1%
-55.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.4% |
| 7D | -6.5% | -3.0% | -3.6% | -5.2% |
| 30D | -22.1% | +1.3% | -23.4% | -22.7% |
| 3M | -18.7% | +5.6% | -24.3% | -20.8% |
| 6M | -28.4% | +35.2% | -63.6% | -38.0% |
| YTD | -34.7% | +49.1% | -83.8% | -46.5% |
| 1Y | -42.7% | +26.8% | -69.5% | -49.7% |
| 3Y | -10.6% | -23.7% | +13.1% | -10.1% |
| 5Y | -40.7% | -41.8% | +1.1% | -39.1% |
| 10Y | -57.8% | -11.3% | -46.5% | -63.2% |
| All | -41.2% | +14.1% | -55.3% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded SIRI 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling