+36.7%
NCLH vs DOCN
+189.9%
-153.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.5% |
| 7D | +2.0% | -19.2% | +21.1% | +5.6% |
| 30D | +19.1% | -43.1% | +62.1% | +30.4% |
| 3M | -7.5% | -40.7% | +33.2% | -0.6% |
| 6M | +1.0% | -55.0% | +55.9% | +12.9% |
| YTD | -19.7% | +50.6% | -70.3% | -39.8% |
| 1Y | -1.8% | +54.0% | -55.7% | -27.2% |
| 3Y | +36.7% | +203.9% | -167.2% | -25.4% |
| All | +36.7% | +189.9% | -153.2% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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