-5.6%
NCLH vs ALL
+150.3%
-155.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.5% |
| 7D | -0.3% | -1.7% | +1.5% | +0.2% |
| 30D | -20.1% | -4.7% | -15.4% | -19.0% |
| 3M | -17.0% | +18.4% | -35.4% | -21.2% |
| 6M | -23.2% | +20.5% | -43.7% | -27.9% |
| YTD | -31.0% | +23.5% | -54.6% | -36.0% |
| 1Y | -37.3% | +29.0% | -66.2% | -42.7% |
| 3Y | -5.6% | +153.7% | -159.3% | -19.9% |
| All | -5.6% | +150.3% | -155.9% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 3y: compounded portfolio wealth divided by compounded ALL 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…
3y analysis · Full analysis span regression · 6 months rolling