+546.6%
TRV vs NCLH
-40.8%
+587.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.8% | +0.8% |
| 7D | +0.2% | -4.6% | +4.8% | +0.8% |
| 30D | -2.3% | -19.9% | +17.6% | +0.5% |
| 3M | +22.7% | -22.0% | +44.7% | +26.3% |
| 6M | +21.9% | -28.3% | +50.2% | +26.2% |
| YTD | +27.5% | -33.5% | +60.9% | +32.4% |
| 1Y | +36.2% | -41.5% | +77.7% | +43.4% |
| 3Y | +140.6% | -8.9% | +149.5% | +129.7% |
| 5Y | +154.5% | -40.5% | +195.0% | +144.9% |
| 10Y | +295.4% | -57.0% | +352.4% | +239.4% |
| All | +546.6% | -40.8% | +587.4% | +430.0% |
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