-8.6%
PATH vs NCLH
-6.1%
-2.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.5% |
| 7D | -2.7% | +2.7% | -5.4% | -3.0% |
| 30D | -3.7% | +18.4% | -22.1% | -6.0% |
| 3M | -13.8% | -4.3% | -9.5% | -13.4% |
| 6M | +20.3% | +7.9% | +12.4% | +19.0% |
| YTD | -20.8% | -17.4% | -3.4% | -16.9% |
| All | -8.6% | -6.1% | -2.5% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling