-64.8%
NCLH vs NIO
-46.0%
-18.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.9% |
| 7D | +1.2% | -1.8% | +3.0% | +1.5% |
| 30D | +22.6% | -6.6% | +29.2% | +24.2% |
| 3M | +0.6% | -29.9% | +30.5% | +7.2% |
| 6M | +13.5% | -46.6% | +60.1% | +26.5% |
| YTD | -15.7% | -36.5% | +20.8% | -9.9% |
| 1Y | 0.0% | -51.1% | +51.1% | +11.9% |
| 3Y | +42.8% | -55.2% | +98.0% | +49.6% |
| 5Y | -28.4% | -92.3% | +63.9% | -3.8% |
| All | -64.8% | -46.0% | -18.8% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 10y: compounded portfolio wealth divided by compounded NIO 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…
10y analysis · Full analysis span regression · 6 months rolling