-41.4%
NCLH vs MNDY
-76.8%
+35.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.2% |
| 7D | -4.8% | -4.6% | -0.2% | -3.7% |
| 30D | -21.7% | +1.0% | -22.7% | -22.5% |
| 3M | -22.2% | +9.1% | -31.4% | -25.2% |
| 6M | -27.5% | +14.2% | -41.7% | -32.8% |
| YTD | -33.6% | -41.1% | +7.5% | -25.6% |
| 1Y | -45.0% | -54.7% | +9.7% | -33.6% |
| 3Y | -11.0% | -50.6% | +39.5% | -5.8% |
| All | -41.4% | -76.8% | +35.4% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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