+4.7%
MDT vs NCLH
-38.5%
+43.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.3% | +1.2% |
| 7D | +3.2% | -6.5% | +9.7% | +3.7% |
| 30D | +9.5% | -23.3% | +32.8% | +11.7% |
| 3M | +16.0% | -18.6% | +34.6% | +17.7% |
| 6M | +0.2% | -26.2% | +26.4% | +2.1% |
| YTD | -0.3% | -30.2% | +30.0% | +1.6% |
| 1Y | +4.7% | -39.2% | +43.9% | +8.6% |
| All | +4.7% | -38.5% | +43.2% | +8.6% |
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