-41.4%
NCLH vs POET
-6.5%
-35.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.4% |
| 7D | -4.8% | +0.4% | -5.2% | -4.9% |
| 30D | -21.7% | -10.4% | -11.3% | -21.2% |
| 3M | -22.2% | -29.3% | +7.1% | -21.0% |
| 6M | -27.5% | +6.9% | -34.4% | -31.9% |
| YTD | -33.6% | +25.6% | -59.2% | -39.0% |
| 1Y | -45.0% | +49.2% | -94.1% | -50.7% |
| 3Y | -11.0% | +128.4% | -139.5% | -28.1% |
| All | -41.4% | -6.5% | -35.0% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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