-16.1%
NCLH vs SUNB
+12.2%
-28.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -3.3% | +10.0% | +7.9% |
| 7D | +15.8% | -2.6% | +18.4% | +16.8% |
| 30D | +25.1% | +4.3% | +20.8% | +23.3% |
| 3M | -7.3% | +0.8% | -8.1% | -7.5% |
| 6M | +8.1% | +9.2% | -1.0% | +4.1% |
| All | -16.1% | +12.2% | -28.3% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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