-7.3%
DIS vs NCLH
-42.6%
+35.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.9% |
| 7D | -1.3% | -6.5% | +5.3% | -0.3% |
| 30D | +2.2% | -22.1% | +24.3% | +5.9% |
| 3M | +8.1% | -18.7% | +26.8% | +11.2% |
| 6M | +5.2% | -28.4% | +33.6% | +9.2% |
| YTD | -6.3% | -34.7% | +28.4% | -2.5% |
| 1Y | -7.3% | -42.7% | +35.4% | -3.6% |
| All | -7.3% | -42.6% | +35.3% | -3.6% |
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 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