-2.7%
SMCI vs NCLH
-38.5%
+35.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.7% | +4.6% |
| 7D | +6.8% | -6.5% | +13.3% | +9.4% |
| 30D | +30.6% | -23.3% | +53.9% | +43.9% |
| 3M | -15.6% | -18.6% | +3.0% | -10.2% |
| 6M | +21.3% | -26.2% | +47.5% | +30.2% |
| YTD | +35.3% | -30.2% | +65.5% | +45.6% |
| 1Y | -2.7% | -39.2% | +36.4% | +8.6% |
| All | -2.7% | -38.5% | +35.8% | +8.6% |
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