-27.6%
NCLH vs PODD
+564.7%
-592.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -1.1% |
| 7D | +0.2% | +4.1% | -3.9% | -0.9% |
| 30D | +20.8% | +13.9% | +6.9% | +16.6% |
| 3M | -8.1% | +4.1% | -12.3% | -9.3% |
| 6M | +11.8% | +2.4% | +9.4% | +9.4% |
| YTD | -19.5% | -46.4% | +26.8% | -6.4% |
| 1Y | -3.2% | -54.2% | +50.9% | +17.2% |
| 3Y | +37.1% | -6.9% | +44.0% | +33.4% |
| 5Y | -29.9% | -51.6% | +21.6% | -21.6% |
| 10Y | -53.3% | +329.3% | -382.5% | -66.7% |
| All | -27.6% | +564.7% | -592.2% | -48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling