-21.8%
PATH vs NCLH
+27.7%
-49.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.5% | +0.8% | -2.4% |
| 7D | -5.6% | -2.5% | -3.1% | -5.0% |
| 30D | -0.7% | +14.5% | -15.2% | -5.0% |
| 3M | -5.9% | -12.5% | +6.7% | -2.8% |
| 6M | +21.6% | +4.8% | +16.7% | +17.8% |
| YTD | -20.6% | -20.4% | -0.2% | -18.0% |
| 1Y | -10.6% | -4.6% | -6.0% | -13.9% |
| All | -21.8% | +27.7% | -49.4% | -52.5% |
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