-45.9%
NCLH vs BWA
+53.4%
-99.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.5% | -2.1% |
| 7D | -6.5% | -0.1% | -6.5% | -6.5% |
| 30D | -22.1% | -5.5% | -16.6% | -20.7% |
| 3M | -18.7% | -7.6% | -11.1% | -16.6% |
| 6M | -28.4% | +25.0% | -53.4% | -35.0% |
| YTD | -34.7% | +47.0% | -81.7% | -45.9% |
| All | -45.9% | +53.4% | -99.3% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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