-75.7%
PATH vs NCLH
-36.1%
-39.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.1% | -16.5% | -16.6% |
| 7D | -16.3% | -6.5% | -9.8% | -14.0% |
| 30D | +9.9% | -23.3% | +33.2% | +22.1% |
| 3M | +30.2% | -18.6% | +48.8% | +40.0% |
| 6M | +37.2% | -26.2% | +63.5% | +50.6% |
| YTD | -7.3% | -30.2% | +22.9% | +2.1% |
| 1Y | +40.0% | -39.2% | +79.2% | +62.3% |
| 3Y | -4.4% | -5.1% | +0.7% | -18.5% |
| All | -75.7% | -36.1% | -39.6% | -79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling