-58.0%
NCLH vs DOV
+300.2%
-358.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.8% |
| 7D | -4.8% | -2.0% | -2.8% | -2.8% |
| 30D | -21.7% | -8.9% | -12.8% | -13.7% |
| 3M | -22.2% | -13.3% | -9.0% | -11.2% |
| 6M | -27.5% | -9.7% | -17.9% | -20.6% |
| YTD | -33.6% | -2.5% | -31.1% | -33.3% |
| 1Y | -45.0% | +7.2% | -52.2% | -50.5% |
| 3Y | -11.0% | +39.4% | -50.5% | -39.0% |
| 5Y | -39.7% | +15.8% | -55.6% | -49.7% |
| All | -58.0% | +300.2% | -358.1% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling