+40.0%
HLT vs NCLH
-6.0%
+46.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.5% | +2.7% | -0.8% |
| 7D | +3.6% | -2.5% | +6.1% | +4.1% |
| 30D | +14.6% | +14.5% | +0.1% | +10.8% |
| 3M | +13.9% | -12.5% | +26.5% | +16.9% |
| 6M | +18.3% | +4.8% | +13.5% | +14.4% |
| YTD | +28.9% | -20.4% | +49.3% | +32.1% |
| 1Y | +40.0% | -4.6% | +44.6% | +30.5% |
| All | +40.0% | -6.0% | +46.1% | +30.5% |
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 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