+131.1%
ADI vs NCLH
-42.0%
+173.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.8% | -0.6% |
| 7D | +1.3% | -6.5% | +7.9% | +3.0% |
| 30D | -6.0% | -22.1% | +16.1% | -0.1% |
| 3M | -7.7% | -18.7% | +11.0% | -3.8% |
| 6M | +14.0% | -28.4% | +42.4% | +21.7% |
| YTD | +34.4% | -34.7% | +69.1% | +45.3% |
| 1Y | +48.0% | -42.7% | +90.7% | +64.3% |
| 3Y | +113.3% | -10.6% | +123.9% | +100.6% |
| 5Y | +131.1% | -40.7% | +171.8% | +122.6% |
| All | +131.1% | -42.0% | +173.1% | +122.6% |
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