-39.2%
NCLH vs HBM
+123.0%
-162.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | -6.5% | -6.4% | -0.1% | -5.3% |
| 30D | -23.3% | +5.9% | -29.2% | -24.3% |
| 3M | -18.6% | -8.9% | -9.7% | -17.7% |
| 6M | -26.2% | +10.7% | -36.9% | -30.8% |
| YTD | -30.2% | +38.3% | -68.5% | -35.9% |
| 1Y | -39.2% | +121.3% | -160.5% | -42.3% |
| All | -39.2% | +123.0% | -162.1% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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