-37.0%
NCLH vs URI
+206.8%
-243.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.5% |
| 7D | -0.3% | +2.5% | -2.8% | -1.8% |
| 30D | -20.1% | -12.5% | -7.5% | -13.2% |
| 3M | -17.0% | -6.2% | -10.8% | -14.9% |
| 6M | -23.2% | +25.9% | -49.1% | -37.0% |
| YTD | -31.0% | +26.2% | -57.2% | -45.3% |
| 1Y | -37.3% | +5.5% | -42.7% | -43.4% |
| 3Y | -5.6% | +125.0% | -130.6% | -55.6% |
| 5Y | -37.0% | +210.4% | -247.4% | -79.6% |
| All | -37.0% | +206.8% | -243.8% | -79.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling