-11.5%
SHW vs NCLH
-42.7%
+31.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.4% |
| 7D | -3.1% | -4.8% | +1.7% | -2.0% |
| 30D | -10.0% | -21.7% | +11.6% | -4.7% |
| 3M | +2.3% | -22.2% | +24.5% | +8.3% |
| 6M | +0.7% | -27.5% | +28.2% | +6.8% |
| YTD | +0.5% | -33.6% | +34.1% | +7.2% |
| 1Y | -11.5% | -45.0% | +33.5% | -1.5% |
| All | -11.5% | -42.7% | +31.2% | -1.5% |
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 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