-39.2%
NCLH vs ROIV
+177.7%
-216.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.7% |
| 7D | -6.5% | +0.6% | -7.1% | -6.7% |
| 30D | -23.3% | +1.0% | -24.3% | -23.9% |
| 3M | -18.6% | +18.3% | -36.9% | -25.3% |
| 6M | -26.2% | +18.3% | -44.6% | -32.9% |
| YTD | -30.2% | +61.0% | -91.2% | -43.5% |
| 1Y | -39.2% | +177.9% | -217.0% | -59.3% |
| All | -39.2% | +177.7% | -216.8% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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