-58.0%
NCLH vs UUUU
+465.5%
-523.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.8% |
| 7D | -4.8% | -10.5% | +5.7% | -2.5% |
| 30D | -21.7% | -10.5% | -11.2% | -20.0% |
| 3M | -22.2% | -14.1% | -8.1% | -20.6% |
| 6M | -27.5% | -35.5% | +7.9% | -22.2% |
| YTD | -33.6% | -10.9% | -22.7% | -36.5% |
| 1Y | -45.0% | +3.4% | -48.3% | -51.2% |
| 3Y | -11.0% | +73.1% | -84.2% | -37.5% |
| 5Y | -39.7% | +87.1% | -126.9% | -61.0% |
| All | -58.0% | +465.5% | -523.5% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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