-42.4%
NCLH vs UUUU
+88.5%
-130.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.3% | +4.4% | -0.5% |
| 7D | -6.5% | -5.0% | -1.5% | -5.5% |
| 30D | -22.1% | -7.8% | -14.3% | -20.9% |
| 3M | -18.7% | -0.4% | -18.3% | -19.5% |
| 6M | -28.4% | -32.9% | +4.5% | -23.8% |
| YTD | -34.7% | -6.3% | -28.5% | -38.6% |
| 1Y | -42.7% | +7.9% | -50.6% | -50.4% |
| 3Y | -10.6% | +85.2% | -95.8% | -41.6% |
| All | -42.4% | +88.5% | -130.9% | -64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling