-51.3%
NCLH vs URI
+1,189.1%
-1,240.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.9% |
| 7D | +6.3% | -6.0% | +12.2% | +10.4% |
| 30D | +18.9% | +4.6% | +14.3% | +14.6% |
| 3M | -0.2% | -2.7% | +2.5% | +0.7% |
| 6M | +8.4% | +18.4% | -10.0% | -6.8% |
| YTD | -17.1% | +37.4% | -54.4% | -40.3% |
| 1Y | -2.8% | +30.4% | -33.1% | -27.2% |
| 3Y | +40.4% | +147.9% | -107.5% | -39.9% |
| 5Y | -30.8% | +202.1% | -232.8% | -75.4% |
| 10Y | -51.3% | +1,182.4% | -1,233.7% | -93.7% |
| All | -51.3% | +1,189.1% | -1,240.3% | -93.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling