-39.2%
NCLH vs HSY
-3.5%
-35.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | -6.5% | -3.3% | -3.2% | -5.9% |
| 30D | -23.3% | -2.8% | -20.5% | -22.9% |
| 3M | -18.6% | -4.5% | -14.1% | -18.1% |
| 6M | -26.2% | -24.2% | -2.0% | -25.3% |
| YTD | -30.2% | -2.7% | -27.5% | -28.9% |
| 1Y | -39.2% | -3.7% | -35.4% | -36.0% |
| All | -39.2% | -3.5% | -35.6% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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