-5.6%
NCLH vs SIMO
+462.5%
-468.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.3% | -2.1% |
| 7D | -0.3% | +14.6% | -14.9% | -2.4% |
| 30D | -20.1% | +6.2% | -26.3% | -21.1% |
| 3M | -17.0% | +3.6% | -20.6% | -19.3% |
| 6M | -23.2% | +130.8% | -154.0% | -41.6% |
| YTD | -31.0% | +195.8% | -226.8% | -53.4% |
| 1Y | -37.3% | +225.0% | -262.3% | -59.6% |
| 3Y | -5.6% | +452.3% | -457.9% | -51.9% |
| All | -5.6% | +462.5% | -468.1% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SIMO 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling