-20.7%
HAL vs NCLH
+9.1%
-29.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | -1.3% |
| 7D | +2.6% | +1.7% | +0.9% | +3.0% |
| 30D | -0.1% | +17.9% | -18.0% | +3.9% |
| 3M | -1.1% | -4.5% | +3.4% | -2.8% |
| 6M | -20.7% | +12.9% | -33.6% | -18.5% |
| All | -20.7% | +9.1% | -29.9% | -18.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling