-39.6%
NCLH vs PODD
-54.5%
+14.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -2.5% |
| 7D | -4.6% | -6.9% | +2.3% | -2.3% |
| 30D | -19.9% | -3.5% | -16.5% | -19.1% |
| 3M | -22.0% | -13.6% | -8.4% | -19.3% |
| 6M | -28.3% | -42.6% | +14.3% | -14.6% |
| YTD | -33.5% | -51.5% | +18.0% | -15.9% |
| 1Y | -41.5% | -60.9% | +19.4% | -20.3% |
| 3Y | -8.9% | -19.8% | +10.9% | -9.9% |
| All | -39.6% | -54.5% | +14.9% | -25.2% |
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