-28.1%
NCLH vs SOUN
-28.2%
+0.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.7% |
| 7D | -4.8% | -7.1% | +2.3% | -4.2% |
| 30D | -21.7% | -15.4% | -6.3% | -20.5% |
| 3M | -22.2% | -10.6% | -11.7% | -21.8% |
| 6M | -27.5% | -19.6% | -7.9% | -26.7% |
| YTD | -33.6% | -37.2% | +3.6% | -31.6% |
| 1Y | -45.0% | -57.1% | +12.1% | -41.6% |
| 3Y | -11.0% | +178.2% | -189.3% | -25.4% |
| All | -28.1% | -28.2% | +0.1% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 10y: compounded portfolio wealth divided by compounded SOUN 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…
10y analysis · Full analysis span regression · 6 months rolling