-1.0%
NCLH vs ZBH
+11.3%
-12.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +13.5% | -6.7% | +2.6% |
| 7D | +15.8% | +14.3% | +1.5% | +11.2% |
| 30D | +25.1% | +20.3% | +4.8% | +18.4% |
| 3M | -7.3% | +15.3% | -22.6% | -11.3% |
| 6M | +8.1% | +33.9% | -25.8% | +0.6% |
| YTD | -16.7% | +23.5% | -40.1% | -20.9% |
| 1Y | -1.0% | +7.9% | -8.9% | -4.4% |
| All | -1.0% | +11.3% | -12.3% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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