-1.0%
NCLH vs URI
+33.3%
-34.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -4.4% | +11.1% | +7.6% |
| 7D | +15.8% | -4.3% | +20.1% | +16.8% |
| 30D | +25.1% | +4.6% | +20.5% | +24.0% |
| 3M | -7.3% | -2.1% | -5.2% | -7.2% |
| 6M | +8.1% | +21.9% | -13.8% | +4.8% |
| YTD | -16.7% | +39.7% | -56.4% | -25.9% |
| 1Y | -1.0% | +32.9% | -33.9% | -8.5% |
| All | -1.0% | +33.3% | -34.3% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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