-33.7%
NCLH vs HAS
+51.1%
-84.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.2% | +1.9% |
| 7D | +2.7% | +2.2% | +0.6% | +1.6% |
| 30D | +18.4% | +29.6% | -11.2% | +1.4% |
| 3M | -4.3% | +30.3% | -34.5% | -18.4% |
| 6M | +7.9% | +25.6% | -17.7% | -7.1% |
| YTD | -17.4% | +50.8% | -68.2% | -36.9% |
| 1Y | -3.4% | +63.0% | -66.4% | -29.6% |
| 3Y | +44.4% | +211.6% | -167.1% | -33.8% |
| 5Y | -33.7% | +50.4% | -84.1% | -46.6% |
| All | -33.7% | +51.1% | -84.8% | -46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling