+1,029.0%
ADI vs NCLH
-38.7%
+1,067.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.5% |
| 7D | +2.4% | -0.3% | +2.7% | +2.5% |
| 30D | -6.6% | -20.1% | +13.5% | -2.1% |
| 3M | -9.8% | -17.0% | +7.2% | -6.8% |
| 6M | +15.7% | -23.2% | +38.9% | +20.6% |
| YTD | +35.1% | -31.0% | +66.2% | +43.0% |
| 1Y | +47.7% | -37.3% | +85.0% | +58.6% |
| 3Y | +114.5% | -5.6% | +120.0% | +103.4% |
| 5Y | +141.2% | -37.0% | +178.2% | +133.7% |
| 10Y | +611.3% | -55.3% | +666.6% | +540.0% |
| All | +1,029.0% | -38.7% | +1,067.7% | +888.3% |
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