-45.0%
NCLH vs IR
-8.8%
-36.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.9% |
| 7D | -4.8% | -4.5% | -0.3% | -1.7% |
| 30D | -21.7% | -13.9% | -7.7% | -13.1% |
| 3M | -22.2% | -0.3% | -21.9% | -22.3% |
| 6M | -27.5% | -14.3% | -13.2% | -21.1% |
| YTD | -33.6% | -7.9% | -25.7% | -31.2% |
| 1Y | -45.0% | -9.9% | -35.1% | -43.1% |
| All | -45.0% | -8.8% | -36.2% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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