-12.5%
NCLH vs SSNC
+46.7%
-59.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.5% |
| 7D | -6.5% | -6.7% | +0.2% | -1.5% |
| 30D | -22.1% | -0.8% | -21.3% | -21.7% |
| 3M | -18.7% | +16.1% | -34.7% | -27.7% |
| 6M | -28.4% | +7.9% | -36.3% | -32.6% |
| YTD | -34.7% | -8.7% | -26.0% | -29.4% |
| 1Y | -42.7% | -9.5% | -33.2% | -37.6% |
| All | -12.5% | +46.7% | -59.3% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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