-1.0%
NCLH vs ROIV
+97.8%
-98.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +6.1% | +0.7% | +4.9% |
| 7D | +15.8% | +3.0% | +12.8% | +14.8% |
| 30D | +25.1% | +6.8% | +18.2% | +22.6% |
| 3M | -7.3% | +10.5% | -17.8% | -11.4% |
| 6M | +8.1% | +34.8% | -26.7% | -7.3% |
| YTD | -16.7% | +76.2% | -92.8% | -35.7% |
| 1Y | -1.0% | +92.4% | -93.4% | -26.6% |
| All | -1.0% | +97.8% | -98.8% | -26.6% |
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