+2,477.7%
NOW vs NCLH
-38.0%
+2,515.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.8% | -2.9% |
| 7D | -2.4% | -6.5% | +4.1% | -1.1% |
| 30D | +20.5% | -23.3% | +43.8% | +26.6% |
| 3M | +18.3% | -18.6% | +37.0% | +22.6% |
| 6M | +24.1% | -26.2% | +50.3% | +29.9% |
| YTD | -7.8% | -30.2% | +22.5% | -3.4% |
| 1Y | -21.4% | -39.2% | +17.8% | -15.9% |
| 3Y | +19.5% | -5.1% | +24.6% | +12.2% |
| 5Y | +4.1% | -36.8% | +40.8% | -0.1% |
| 10Y | +826.4% | -56.3% | +882.7% | +726.4% |
| All | +2,477.7% | -38.0% | +2,515.7% | +1,838.7% |
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