-53.2%
TEAM vs NCLH
-40.9%
-12.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.3% | +2.1% |
| 7D | -4.7% | -4.6% | 0.0% | -3.0% |
| 30D | +17.0% | -19.9% | +37.0% | +27.0% |
| 3M | +85.9% | -22.0% | +107.9% | +103.0% |
| 6M | +116.7% | -28.3% | +144.9% | +140.2% |
| YTD | +9.6% | -33.5% | +43.1% | +22.6% |
| 1Y | -2.5% | -41.5% | +38.9% | +13.9% |
| 3Y | -14.0% | -8.9% | -5.1% | -23.5% |
| All | -53.2% | -40.9% | -12.3% | -58.8% |
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