+123.4%
ADI vs NCLH
-10.7%
+134.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.1% | +4.4% |
| 7D | +4.6% | -4.8% | +9.4% | +5.8% |
| 30D | -1.2% | -21.7% | +20.5% | +4.7% |
| 3M | -7.8% | -22.2% | +14.4% | -2.9% |
| 6M | +19.3% | -27.5% | +46.9% | +27.0% |
| YTD | +40.9% | -33.6% | +74.5% | +51.6% |
| 1Y | +54.5% | -45.0% | +99.5% | +74.2% |
| 3Y | +123.4% | -11.0% | +134.5% | +107.5% |
| All | +123.4% | -10.7% | +134.1% | +107.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling