-65.4%
NCLH vs ONTO
+476.3%
-541.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | +0.8% |
| 7D | +0.2% | +17.5% | -17.3% | -7.5% |
| 30D | +20.8% | -15.7% | +36.4% | +27.1% |
| 3M | -8.1% | -39.7% | +31.6% | +11.1% |
| 6M | +11.8% | -26.5% | +38.3% | +12.8% |
| YTD | -19.5% | +29.0% | -48.5% | -42.5% |
| 1Y | -3.2% | +57.0% | -60.2% | -38.6% |
| 3Y | +37.1% | +50.0% | -12.9% | -33.5% |
| 5Y | -29.9% | +127.3% | -157.2% | -78.3% |
| All | -65.4% | +476.3% | -541.7% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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