-56.6%
NCLH vs URI
+1,173.3%
-1,229.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +0.4% |
| 7D | +0.2% | +6.7% | -6.5% | -4.5% |
| 30D | +20.8% | +8.9% | +11.9% | +13.1% |
| 3M | -8.1% | +0.5% | -8.7% | -9.4% |
| 6M | +11.8% | +20.7% | -8.8% | -5.0% |
| YTD | -19.5% | +40.0% | -59.6% | -42.8% |
| 1Y | -3.2% | +34.4% | -37.6% | -29.1% |
| 3Y | +37.1% | +149.5% | -112.4% | -41.5% |
| 5Y | -29.9% | +205.6% | -235.5% | -75.3% |
| All | -56.6% | +1,173.3% | -1,229.9% | -94.1% |
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