-5.6%
NCLH vs NIO
-62.3%
+56.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -0.3% | -6.7% | +6.4% | +0.5% |
| 30D | -20.1% | -20.0% | 0.0% | -18.0% |
| 3M | -17.0% | -30.5% | +13.4% | -13.5% |
| 6M | -23.2% | -20.7% | -2.5% | -21.7% |
| YTD | -31.0% | -25.7% | -5.4% | -29.2% |
| 1Y | -37.3% | -38.6% | +1.3% | -34.6% |
| 3Y | -5.6% | -62.3% | +56.7% | +3.1% |
| All | -5.6% | -62.3% | +56.7% | +3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling