-3.2%
NCLH vs JD
-8.1%
+4.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | +0.2% | -4.1% | +4.3% | +1.2% |
| 30D | +20.8% | +4.6% | +16.2% | +19.1% |
| 3M | -8.1% | -4.7% | -3.4% | -7.2% |
| 6M | +11.8% | -17.4% | +29.2% | +20.1% |
| YTD | -19.5% | +0.7% | -20.2% | -21.1% |
| 1Y | -3.2% | -5.9% | +2.6% | -3.0% |
| All | -3.2% | -8.1% | +4.8% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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