-40.5%
NCLH vs ONTO
+268.0%
-308.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.2% |
| 7D | -4.6% | +9.4% | -14.0% | -7.7% |
| 30D | -19.9% | -4.4% | -15.5% | -19.4% |
| 3M | -22.0% | +1.6% | -23.6% | -26.8% |
| 6M | -28.3% | +45.3% | -73.6% | -42.7% |
| YTD | -33.5% | +76.4% | -109.8% | -51.5% |
| 1Y | -41.5% | +167.2% | -208.6% | -65.0% |
| 3Y | -8.9% | +116.6% | -125.4% | -52.0% |
| 5Y | -40.5% | +263.7% | -304.2% | -78.2% |
| All | -40.5% | +268.0% | -308.4% | -78.2% |
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