-37.8%
NCLH vs HTZ
-85.9%
+48.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.4% |
| 7D | -6.5% | +7.5% | -14.0% | -7.7% |
| 30D | -23.3% | +47.4% | -70.7% | -29.8% |
| 3M | -18.6% | -54.9% | +36.3% | -10.5% |
| 6M | -26.2% | -47.0% | +20.8% | -22.4% |
| YTD | -30.2% | -55.3% | +25.0% | -24.3% |
| 1Y | -39.2% | -57.6% | +18.5% | -35.6% |
| 3Y | -5.1% | -86.6% | +81.5% | +38.6% |
| All | -37.8% | -85.9% | +48.1% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling