-4.6%
NCLH vs WM
+21.7%
-26.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.6% | -5.6% | -3.9% |
| 7D | +1.7% | +1.2% | +0.5% | +1.8% |
| 30D | +17.9% | +15.2% | +2.6% | +20.5% |
| 3M | -4.5% | +8.3% | -12.9% | -4.1% |
| 6M | +12.9% | +13.1% | -0.3% | +16.7% |
| YTD | -19.1% | +12.5% | -31.6% | -19.3% |
| 1Y | -4.6% | +21.8% | -26.4% | -10.3% |
| All | -4.6% | +21.7% | -26.3% | -10.3% |
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