+636.7%
DELL vs NCLH
-12.2%
+648.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.5% | -4.9% |
| 7D | -1.9% | -6.5% | +4.7% | -0.2% |
| 30D | +14.9% | -22.1% | +37.0% | +22.3% |
| 3M | +37.2% | -18.7% | +55.9% | +43.1% |
| 6M | +254.0% | -28.4% | +282.4% | +277.1% |
| YTD | +306.1% | -34.7% | +340.9% | +337.5% |
| 1Y | +312.3% | -42.7% | +355.0% | +357.1% |
| All | +636.7% | -12.2% | +648.9% | +643.6% |
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 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