-9.3%
HAL vs NCLH
+38.0%
-47.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | -0.1% |
| 7D | +2.6% | +1.7% | +0.9% | +2.4% |
| 30D | -0.1% | +17.9% | -18.0% | -2.1% |
| 3M | -1.1% | -4.5% | +3.4% | -0.9% |
| 6M | -20.7% | +12.9% | -33.6% | -23.2% |
| YTD | +17.5% | -19.1% | +36.6% | +18.5% |
| 1Y | +24.1% | -4.6% | +28.8% | +20.3% |
| All | -9.3% | +38.0% | -47.2% | -16.7% |
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