-5.6%
NCLH vs D
+65.5%
-71.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.7% | -1.2% |
| 7D | -0.3% | +0.8% | -1.0% | -0.4% |
| 30D | -20.1% | -0.7% | -19.3% | -20.0% |
| 3M | -17.0% | +2.1% | -19.1% | -17.3% |
| 6M | -23.2% | +6.8% | -30.1% | -24.1% |
| YTD | -31.0% | +16.5% | -47.6% | -33.2% |
| 1Y | -37.3% | +19.2% | -56.4% | -39.7% |
| 3Y | -5.6% | +61.9% | -67.4% | -23.6% |
| All | -5.6% | +65.5% | -71.1% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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