-1.0%
NCLH vs PTEN
+79.8%
-80.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -9.4% | +16.1% | +3.2% |
| 7D | +15.8% | -15.5% | +31.3% | +9.5% |
| 30D | +25.1% | -7.8% | +32.9% | +22.5% |
| 3M | -7.3% | +6.4% | -13.7% | -2.6% |
| 6M | +8.1% | -11.9% | +20.0% | +8.1% |
| YTD | -16.7% | +79.4% | -96.1% | -13.9% |
| 1Y | -1.0% | +84.9% | -85.9% | +0.5% |
| All | -1.0% | +79.8% | -80.8% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 1y: compounded portfolio wealth divided by compounded PTEN 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…
1y analysis · Full analysis span regression · 6 months rolling