-5.9%
NCLH vs GD
+4.2%
-10.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +2.0% | -5.0% | +7.0% | +3.5% |
| 30D | +19.1% | +8.9% | +10.1% | +16.6% |
| 3M | -7.5% | -8.0% | +0.6% | -5.7% |
| 6M | +1.0% | +2.9% | -1.9% | -0.4% |
| YTD | -19.7% | +7.1% | -26.8% | -23.5% |
| All | -5.9% | +4.2% | -10.1% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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