-1.0%
NCLH vs WST
+47.3%
-48.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.4% | +6.3% | +6.6% |
| 7D | +15.8% | +1.3% | +14.5% | +15.5% |
| 30D | +25.1% | +8.5% | +16.6% | +22.3% |
| 3M | -7.3% | +17.2% | -24.5% | -11.6% |
| 6M | +8.1% | +36.3% | -28.1% | -2.4% |
| YTD | -16.7% | +48.9% | -65.6% | -27.5% |
| 1Y | -1.0% | +42.9% | -43.9% | -13.1% |
| All | -1.0% | +47.3% | -48.3% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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