-37.9%
NCLH vs DD
+204.9%
-242.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | -0.3% | -0.6% | +0.3% | +0.2% |
| 30D | -20.1% | -7.4% | -12.6% | -15.3% |
| 3M | -17.0% | -6.4% | -10.6% | -13.0% |
| 6M | -23.2% | -2.5% | -20.8% | -22.4% |
| YTD | -31.0% | +10.2% | -41.3% | -36.8% |
| 1Y | -37.3% | +36.9% | -74.2% | -52.3% |
| 3Y | -5.6% | +47.0% | -52.6% | -34.7% |
| 5Y | -37.0% | +63.1% | -100.1% | -59.2% |
| 10Y | -55.3% | +68.2% | -123.4% | -75.8% |
| All | -37.9% | +204.9% | -242.8% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling