-4.6%
HD vs NCLH
-8.8%
+4.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.8% | -0.2% | +4.9% |
| 7D | +11.9% | +15.8% | -3.9% | +8.1% |
| 30D | +26.4% | +25.1% | +1.3% | +19.9% |
| 3M | +2.8% | -7.3% | +10.1% | +3.8% |
| 6M | +15.5% | +8.1% | +7.3% | +12.5% |
| YTD | +5.5% | -16.7% | +22.2% | +6.1% |
| 1Y | -4.6% | -1.0% | -3.6% | -10.7% |
| All | -4.6% | -8.8% | +4.2% | -10.7% |
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 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