-39.6%
NCLH vs WWD
+191.3%
-230.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.2% |
| 7D | -4.6% | +0.6% | -5.3% | -5.1% |
| 30D | -19.9% | -5.1% | -14.8% | -17.3% |
| 3M | -22.0% | -11.2% | -10.7% | -16.1% |
| 6M | -28.3% | -12.0% | -16.3% | -22.3% |
| YTD | -33.5% | +12.0% | -45.4% | -39.6% |
| 1Y | -41.5% | +42.8% | -84.3% | -55.5% |
| 3Y | -8.9% | +168.9% | -177.8% | -59.6% |
| All | -39.6% | +191.3% | -230.9% | -75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling