+1,631.8%
ASX vs NCLH
-25.0%
+1,656.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +6.3% |
| 7D | +0.8% | +1.2% | -0.4% | +0.9% |
| 30D | -20.4% | +22.6% | -43.0% | -23.5% |
| 3M | -2.1% | +0.6% | -2.8% | -2.4% |
| 6M | +8.2% | +13.5% | -5.3% | +4.7% |
| YTD | +137.3% | -15.7% | +153.0% | +140.7% |
| 1Y | +155.0% | 0.0% | +155.0% | +149.6% |
| 3Y | +397.9% | +42.8% | +355.1% | +337.6% |
| 5Y | +529.2% | -28.4% | +557.7% | +492.5% |
| 10Y | +1,007.5% | -51.0% | +1,058.5% | +839.9% |
| All | +1,631.8% | -25.0% | +1,656.8% | +1,335.1% |
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