-5.6%
NCLH vs S
+13.8%
-19.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.4% |
| 7D | -0.3% | -5.8% | +5.6% | +1.7% |
| 30D | -20.1% | -9.2% | -10.8% | -18.0% |
| 3M | -17.0% | +23.4% | -40.4% | -23.7% |
| 6M | -23.2% | +36.9% | -60.2% | -33.5% |
| YTD | -31.0% | +29.5% | -60.6% | -39.4% |
| 1Y | -37.3% | +5.4% | -42.7% | -40.6% |
| 3Y | -5.6% | +14.7% | -20.3% | -27.2% |
| All | -5.6% | +13.8% | -19.3% | -27.2% |
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