-2.7%
NCLH vs URI
+33.7%
-36.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.8% |
| 7D | +1.7% | +9.3% | -7.6% | -0.2% |
| 30D | +17.9% | +7.6% | +10.3% | +16.2% |
| 3M | -4.5% | +1.0% | -5.6% | -5.1% |
| 6M | +12.9% | +19.8% | -7.0% | +9.5% |
| YTD | -19.1% | +41.9% | -60.9% | -28.0% |
| All | -2.7% | +33.7% | -36.3% | -10.7% |
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 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