-41.4%
NCLH vs PODD
-55.4%
+14.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.4% |
| 7D | -4.8% | -10.5% | +5.7% | -1.2% |
| 30D | -21.7% | -9.0% | -12.6% | -19.3% |
| 3M | -22.2% | -11.5% | -10.7% | -20.3% |
| 6M | -27.5% | -44.7% | +17.2% | -12.7% |
| YTD | -33.6% | -53.6% | +20.0% | -14.8% |
| 1Y | -45.0% | -61.0% | +16.0% | -25.2% |
| 3Y | -11.0% | -24.7% | +13.7% | -10.0% |
| All | -41.4% | -55.4% | +14.0% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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