+10.7%
NOW vs NCLH
-7.2%
+18.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -4.8% |
| 7D | -6.1% | -0.3% | -5.8% | -6.0% |
| 30D | +7.5% | -20.1% | +27.5% | +11.2% |
| 3M | +17.5% | -17.0% | +34.6% | +20.8% |
| 6M | +7.9% | -23.2% | +31.2% | +11.8% |
| YTD | -12.4% | -31.0% | +18.7% | -8.4% |
| 1Y | -28.6% | -37.3% | +8.7% | -24.3% |
| All | +10.7% | -7.2% | +18.0% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH 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 NCLH 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