-10.9%
NCLH vs TECH
+1.4%
-12.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -4.6% | -0.1% | -4.6% | -4.6% |
| 30D | -19.9% | +0.3% | -20.2% | -20.0% |
| 3M | -22.0% | +32.9% | -54.9% | -28.5% |
| 6M | -28.3% | +32.1% | -60.4% | -35.0% |
| YTD | -33.5% | +23.4% | -56.9% | -38.7% |
| 1Y | -41.5% | +34.1% | -75.5% | -48.0% |
| All | -10.9% | +1.4% | -12.3% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling