+43.7%
NCLH vs S
+51.7%
-8.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.2% |
| 7D | +1.2% | +1.2% | -0.1% | +0.7% |
| 30D | +22.6% | -7.3% | +29.9% | +24.7% |
| 3M | +0.6% | +5.9% | -5.2% | -2.7% |
| 6M | +13.5% | +45.6% | -32.1% | -2.4% |
| YTD | -15.7% | +58.5% | -74.2% | -30.9% |
| 1Y | 0.0% | +37.6% | -37.6% | -14.0% |
| All | +43.7% | +51.7% | -8.0% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 3y: compounded portfolio wealth divided by compounded S 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…
3y analysis · Full analysis span regression · 6 months rolling