-39.2%
NCLH vs WSM
+19.9%
-59.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -1.6% |
| 7D | -6.5% | -3.3% | -3.2% | -4.2% |
| 30D | -23.3% | -8.4% | -14.9% | -18.3% |
| 3M | -18.6% | +9.7% | -28.3% | -23.7% |
| 6M | -26.2% | +16.7% | -42.9% | -34.4% |
| YTD | -30.2% | +28.7% | -58.9% | -40.3% |
| 1Y | -39.2% | +13.7% | -52.8% | -47.2% |
| All | -39.2% | +19.9% | -59.0% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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