-37.8%
NCLH vs SUI
-32.0%
-5.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -6.5% | -2.8% | -3.7% | -4.8% |
| 30D | -23.3% | -1.2% | -22.1% | -22.8% |
| 3M | -18.6% | -1.7% | -16.9% | -18.0% |
| 6M | -26.2% | -10.5% | -15.8% | -21.2% |
| YTD | -30.2% | -1.8% | -28.4% | -29.7% |
| 1Y | -39.2% | -4.1% | -35.1% | -37.8% |
| 3Y | -5.1% | +11.3% | -16.3% | -14.7% |
| All | -37.8% | -32.0% | -5.8% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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