-8.1%
PATH vs NCLH
-4.2%
-3.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.2% |
| 7D | +0.7% | +1.7% | -1.0% | +0.5% |
| 30D | -1.1% | +17.9% | -19.0% | -3.5% |
| 3M | -14.2% | -4.5% | -9.6% | -13.7% |
| 6M | +30.9% | +12.9% | +18.0% | +28.8% |
| YTD | -20.1% | -19.1% | -1.0% | -15.9% |
| 1Y | -8.1% | -4.6% | -3.4% | -2.4% |
| All | -8.1% | -4.2% | -3.8% | -2.4% |
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