-5.6%
NCLH vs HAS
+44.6%
-50.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -6.5% | -1.8% | -4.7% | -5.6% |
| 30D | -23.3% | +2.3% | -25.6% | -24.2% |
| 3M | -18.6% | +10.4% | -29.0% | -22.6% |
| 6M | -26.2% | -3.2% | -23.0% | -25.8% |
| YTD | -30.2% | +15.4% | -45.7% | -36.2% |
| 1Y | -39.2% | +18.8% | -58.0% | -45.3% |
| All | -5.6% | +44.6% | -50.2% | -37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling