-3.8%
HAL vs NCLH
-10.5%
+6.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +1.3% |
| 7D | -1.3% | -4.6% | +3.3% | -0.8% |
| 30D | +10.9% | -19.9% | +30.8% | +13.5% |
| 3M | -5.8% | -22.0% | +16.1% | -3.9% |
| 6M | +8.1% | -28.3% | +36.4% | +11.1% |
| YTD | +33.2% | -33.5% | +66.7% | +37.4% |
| 1Y | +74.2% | -41.5% | +115.6% | +83.4% |
| All | -3.8% | -10.5% | +6.7% | -6.6% |
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