+6.2%
HD vs NCLH
-39.0%
+45.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.5% |
| 7D | -1.8% | -4.6% | +2.8% | -1.1% |
| 30D | -10.8% | -19.9% | +9.1% | -7.6% |
| 3M | -2.7% | -22.0% | +19.3% | +1.0% |
| 6M | -10.3% | -28.3% | +18.0% | -6.0% |
| YTD | -7.8% | -33.5% | +25.6% | -2.9% |
| 1Y | -23.1% | -41.5% | +18.3% | -17.9% |
| 3Y | +2.0% | -8.9% | +10.9% | -1.7% |
| 5Y | +6.2% | -40.5% | +46.7% | -1.1% |
| All | +6.2% | -39.0% | +45.3% | -1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling