-10.9%
NCLH vs WWD
+167.9%
-178.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.3% |
| 7D | -4.6% | +0.6% | -5.3% | -5.0% |
| 30D | -19.9% | -5.1% | -14.8% | -17.8% |
| 3M | -22.0% | -11.2% | -10.7% | -17.2% |
| 6M | -28.3% | -12.0% | -16.3% | -23.5% |
| YTD | -33.5% | +12.0% | -45.4% | -37.5% |
| 1Y | -41.5% | +42.8% | -84.3% | -51.8% |
| All | -10.9% | +167.9% | -178.8% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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