-58.0%
NCLH vs TRMB
+121.9%
-179.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +0.5% |
| 7D | -4.8% | -3.0% | -1.8% | -2.3% |
| 30D | -21.7% | +2.3% | -24.0% | -23.4% |
| 3M | -22.2% | +15.3% | -37.6% | -31.6% |
| 6M | -27.5% | -14.7% | -12.8% | -18.4% |
| YTD | -33.6% | -26.4% | -7.2% | -15.8% |
| 1Y | -45.0% | -30.4% | -14.6% | -27.2% |
| 3Y | -11.0% | +13.5% | -24.6% | -24.5% |
| 5Y | -39.7% | -38.6% | -1.2% | -13.8% |
| All | -58.0% | +121.9% | -179.8% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling