-2.8%
NCLH vs HAS
+63.0%
-65.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | +6.3% | +3.3% | +3.0% | +4.9% |
| 30D | +18.9% | +30.5% | -11.7% | +6.0% |
| 3M | -0.2% | +29.9% | -30.1% | -10.8% |
| 6M | +8.4% | +26.5% | -18.2% | -3.3% |
| YTD | -17.1% | +51.9% | -69.0% | -36.0% |
| 1Y | -2.8% | +60.9% | -63.7% | -29.3% |
| All | -2.8% | +63.0% | -65.8% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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