-29.6%
NCLH vs WING
+0.4%
-30.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +0.2% | -2.5% | +2.7% | +1.0% |
| 30D | +20.8% | +29.5% | -8.7% | +10.1% |
| 3M | -8.1% | +40.2% | -48.3% | -19.4% |
| 6M | +11.8% | +32.7% | -20.9% | -1.4% |
| YTD | -19.5% | -32.8% | +13.3% | -11.5% |
| 1Y | -3.2% | -31.7% | +28.5% | +5.2% |
| 3Y | +37.1% | -24.7% | +61.8% | +21.8% |
| All | -29.6% | +0.4% | -30.0% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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