+37.1%
NCLH vs SN
+440.0%
-402.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -1.9% |
| 7D | +0.2% | +1.5% | -1.3% | -0.5% |
| 30D | +20.8% | +21.5% | -0.7% | +10.3% |
| 3M | -8.1% | +20.0% | -28.2% | -15.9% |
| 6M | +11.8% | +119.9% | -108.1% | -23.9% |
| YTD | -19.5% | +102.3% | -121.8% | -43.3% |
| 1Y | -3.2% | +148.0% | -151.2% | -37.6% |
| 3Y | +37.1% | +450.0% | -412.9% | -29.1% |
| All | +37.1% | +440.0% | -402.9% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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