+11.8%
NCLH vs PLTD
-34.3%
+46.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -0.4% |
| 7D | +0.2% | -4.8% | +5.0% | -0.1% |
| 30D | +20.8% | +16.9% | +3.9% | +21.9% |
| 3M | -8.1% | +2.6% | -10.7% | -7.6% |
| 6M | +11.8% | -36.2% | +48.1% | +12.1% |
| All | +11.8% | -34.3% | +46.2% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 6mo: compounded portfolio wealth divided by compounded PLTD 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…
6mo analysis · Full analysis span regression · 6 months rolling