+5.7%
DIS vs NCLH
-0.5%
+6.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | +0.6% | +1.2% | -0.6% | +0.4% |
| 30D | +10.3% | +22.6% | -12.3% | +6.7% |
| 3M | +15.6% | +0.6% | +14.9% | +15.0% |
| 6M | +15.1% | +13.5% | +1.6% | +12.1% |
| YTD | +6.0% | -15.7% | +21.7% | +5.5% |
| 1Y | +5.7% | 0.0% | +5.7% | -5.1% |
| All | +5.7% | -0.5% | +6.2% | -5.1% |
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 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