-65.4%
TEAM vs NCLH
-30.1%
-35.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.3% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | -26.7% | +20.8% | -47.5% | -32.5% |
| 3M | -9.6% | -8.1% | -1.5% | -8.1% |
| 6M | +86.0% | +11.8% | +74.2% | +73.8% |
| YTD | -7.5% | -19.5% | +12.0% | -4.9% |
| 1Y | -1.4% | -3.2% | +1.9% | -6.7% |
| 3Y | -14.3% | +37.1% | -51.4% | -36.8% |
| All | -65.4% | -30.1% | -35.4% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH 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 NCLH 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