-41.5%
NCLH vs ROIV
+224.1%
-265.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.7% |
| 7D | -4.6% | +22.3% | -26.9% | -10.9% |
| 30D | -19.9% | +16.9% | -36.8% | -24.2% |
| 3M | -22.0% | +43.9% | -65.9% | -33.0% |
| 6M | -28.3% | +41.6% | -69.9% | -38.6% |
| YTD | -33.5% | +92.7% | -126.1% | -49.0% |
| 1Y | -41.5% | +210.2% | -251.6% | -60.3% |
| All | -41.5% | +224.1% | -265.6% | -60.3% |
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