-39.2%
NCLH vs RMD
-14.6%
-24.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | -6.5% | -5.0% | -1.5% | -4.5% |
| 30D | -23.3% | +2.2% | -25.5% | -23.9% |
| 3M | -18.6% | +17.8% | -36.5% | -24.2% |
| 6M | -26.2% | -11.3% | -14.9% | -22.7% |
| YTD | -30.2% | -4.4% | -25.8% | -31.0% |
| 1Y | -39.2% | -15.7% | -23.4% | -36.7% |
| All | -39.2% | -14.6% | -24.5% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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