+37.1%
NCLH vs WM
+48.6%
-11.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | +0.2% | +3.2% | -3.0% | -0.2% |
| 30D | +20.8% | +13.0% | +7.8% | +19.0% |
| 3M | -8.1% | +9.2% | -17.4% | -9.2% |
| 6M | +11.8% | +13.6% | -1.8% | +10.2% |
| YTD | -19.5% | +12.4% | -31.9% | -21.5% |
| 1Y | -3.2% | +21.2% | -24.5% | -7.7% |
| 3Y | +37.1% | +48.7% | -11.6% | +26.7% |
| All | +37.1% | +48.6% | -11.5% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling