-40.7%
NCLH vs TECH
-42.4%
+1.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | -6.5% | -0.5% | -6.0% | -6.3% |
| 30D | -22.1% | 0.0% | -22.1% | -22.1% |
| 3M | -18.7% | +37.4% | -56.1% | -29.6% |
| 6M | -28.4% | +36.9% | -65.3% | -39.3% |
| YTD | -34.7% | +23.1% | -57.8% | -42.4% |
| 1Y | -42.7% | +42.2% | -85.0% | -53.5% |
| 3Y | -10.6% | +1.9% | -12.6% | -20.1% |
| 5Y | -40.7% | -42.9% | +2.2% | -31.6% |
| All | -40.7% | -42.4% | +1.6% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling