-1.0%
NCLH vs SU
+88.1%
-89.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -4.5% | +11.3% | +3.8% |
| 7D | +15.8% | -7.1% | +22.9% | +10.8% |
| 30D | +25.1% | +4.8% | +20.3% | +29.5% |
| 3M | -7.3% | +12.5% | -19.8% | +1.3% |
| 6M | +8.1% | +6.5% | +1.7% | +15.8% |
| YTD | -16.7% | +65.8% | -82.5% | -3.3% |
| 1Y | -1.0% | +86.2% | -87.2% | +13.5% |
| All | -1.0% | +88.1% | -89.1% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling