+802.8%
TEAM vs NCLH
-72.6%
+875.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -0.4% | -6.5% | +6.0% | +1.0% |
| 30D | +67.3% | -23.3% | +90.6% | +76.8% |
| 3M | +86.8% | -18.6% | +105.4% | +94.8% |
| 6M | +146.8% | -26.2% | +173.1% | +160.5% |
| YTD | +16.9% | -30.2% | +47.2% | +23.8% |
| 1Y | +12.8% | -39.2% | +51.9% | +22.5% |
| 3Y | -7.3% | -5.1% | -2.2% | -10.7% |
| 5Y | -50.7% | -36.8% | -13.9% | -51.5% |
| 10Y | +529.8% | -56.3% | +586.1% | +497.6% |
| All | +802.8% | -72.6% | +875.4% | +1,053.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling