+40.4%
NCLH vs DOCN
+226.8%
-186.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.1% | +0.2% |
| 7D | +6.3% | -12.1% | +18.4% | +8.3% |
| 30D | +18.9% | -41.0% | +59.9% | +29.4% |
| 3M | -0.2% | -38.7% | +38.5% | +6.7% |
| 6M | +8.4% | -51.5% | +59.9% | +19.8% |
| YTD | -17.1% | +65.3% | -82.3% | -38.8% |
| 1Y | -2.8% | +53.9% | -56.7% | -26.8% |
| 3Y | +40.4% | +215.6% | -175.1% | -23.4% |
| All | +40.4% | +226.8% | -186.4% | -23.4% |
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