-29.6%
NCLH vs ONTO
+124.4%
-154.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | +0.4% |
| 7D | +0.2% | +17.5% | -17.3% | -5.3% |
| 30D | +20.8% | -15.7% | +36.4% | +25.6% |
| 3M | -8.1% | -39.7% | +31.6% | +5.9% |
| 6M | +11.8% | -26.5% | +38.3% | +13.6% |
| YTD | -19.5% | +29.0% | -48.5% | -36.4% |
| 1Y | -3.2% | +57.0% | -60.2% | -30.0% |
| 3Y | +37.1% | +50.0% | -12.9% | -18.5% |
| All | -29.6% | +124.4% | -154.0% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling