-37.3%
NCLH vs WM
+0.6%
-37.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.3% |
| 7D | -0.3% | -0.9% | +0.6% | -0.4% |
| 30D | -20.1% | -4.3% | -15.7% | -20.8% |
| 3M | -17.0% | +0.8% | -17.8% | -15.9% |
| 6M | -23.2% | -10.8% | -12.5% | -23.6% |
| YTD | -31.0% | -0.1% | -31.0% | -32.0% |
| 1Y | -37.3% | +1.0% | -38.3% | -35.6% |
| All | -37.3% | +0.6% | -37.8% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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