-39.2%
NCLH vs URI
+7.3%
-46.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.4% |
| 7D | -6.5% | -2.0% | -4.5% | -6.1% |
| 30D | -23.3% | -12.9% | -10.4% | -21.4% |
| 3M | -18.6% | -6.7% | -11.9% | -17.7% |
| 6M | -26.2% | +19.0% | -45.2% | -29.1% |
| YTD | -30.2% | +25.5% | -55.8% | -36.4% |
| 1Y | -39.2% | +5.5% | -44.7% | -41.3% |
| All | -39.2% | +7.3% | -46.4% | -41.3% |
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