-6.5%
NCLH vs HTZ
-86.4%
+79.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.2% |
| 7D | -6.5% | +7.5% | -14.0% | -7.1% |
| 30D | -23.3% | +47.4% | -70.7% | -26.8% |
| 3M | -18.6% | -54.9% | +36.3% | -14.0% |
| 6M | -26.2% | -47.0% | +20.8% | -23.7% |
| YTD | -30.2% | -55.3% | +25.0% | -26.7% |
| 1Y | -39.2% | -57.6% | +18.5% | -36.6% |
| All | -6.5% | -86.4% | +79.9% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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