0.0%
NCLH vs DOCS
-38.0%
+38.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +1.5% |
| 7D | +1.2% | -4.2% | +5.4% | +1.6% |
| 30D | +22.6% | +8.6% | +14.0% | +21.8% |
| 3M | +0.6% | +27.2% | -26.6% | -1.1% |
| 6M | +13.5% | +26.5% | -13.0% | +10.7% |
| YTD | -15.7% | -25.0% | +9.3% | -8.3% |
| 1Y | 0.0% | -37.0% | +37.0% | +14.4% |
| All | 0.0% | -38.0% | +38.0% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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