+54.4%
B vs NCLH
-41.5%
+95.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +1.7% |
| 7D | +1.0% | -4.6% | +5.7% | +1.9% |
| 30D | +9.5% | -19.9% | +29.4% | +13.6% |
| 3M | +14.3% | -22.0% | +36.3% | +18.2% |
| 6M | -1.9% | -28.3% | +26.4% | +1.5% |
| YTD | +4.1% | -33.5% | +37.6% | +8.3% |
| All | +54.4% | -41.5% | +95.9% | +59.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling