-39.2%
NCLH vs DOW
+30.0%
-69.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | -0.5% |
| 7D | -6.5% | -2.4% | -4.1% | -6.8% |
| 30D | -23.3% | +0.4% | -23.7% | -23.2% |
| 3M | -18.6% | -14.4% | -4.2% | -19.2% |
| 6M | -26.2% | -7.0% | -19.3% | -30.4% |
| YTD | -30.2% | +30.2% | -60.4% | -41.5% |
| 1Y | -39.2% | +29.2% | -68.4% | -48.5% |
| All | -39.2% | +30.0% | -69.2% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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