-19.8%
HD vs NCLH
-38.5%
+18.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.1% | +1.0% |
| 7D | -2.1% | -6.5% | +4.4% | -0.8% |
| 30D | -8.4% | -23.3% | +14.9% | -3.8% |
| 3M | +4.3% | -18.6% | +23.0% | +8.1% |
| 6M | -11.1% | -26.2% | +15.1% | -7.6% |
| YTD | -4.7% | -30.2% | +25.6% | -0.5% |
| 1Y | -19.8% | -39.2% | +19.3% | -16.0% |
| All | -19.8% | -38.5% | +18.7% | -16.0% |
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