-41.5%
NCLH vs URI
+7.5%
-48.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -3.8% |
| 7D | -4.6% | +5.0% | -9.6% | -5.5% |
| 30D | -19.9% | -9.4% | -10.5% | -18.5% |
| 3M | -22.0% | -5.8% | -16.2% | -21.2% |
| 6M | -28.3% | +25.8% | -54.1% | -31.9% |
| YTD | -33.5% | +27.9% | -61.4% | -39.8% |
| 1Y | -41.5% | +9.7% | -51.2% | -44.2% |
| All | -41.5% | +7.5% | -48.9% | -44.2% |
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