+1,775.2%
NOW vs NCLH
-25.0%
+1,800.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +2.9% |
| 7D | -5.6% | +1.2% | -6.7% | -5.7% |
| 30D | -26.8% | +22.6% | -49.4% | -30.3% |
| 3M | -19.4% | +0.6% | -20.1% | -20.5% |
| 6M | +12.3% | +13.5% | -1.2% | +7.7% |
| YTD | -32.9% | -15.7% | -17.2% | -33.0% |
| 1Y | -40.3% | 0.0% | -40.3% | -42.5% |
| 3Y | -19.1% | +42.8% | -61.8% | -30.4% |
| 5Y | -24.4% | -28.4% | +4.1% | -29.8% |
| 10Y | +521.8% | -51.0% | +572.8% | +449.9% |
| All | +1,775.2% | -25.0% | +1,800.2% | +1,244.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling