+980.0%
SMCI vs NCLH
-40.4%
+1,020.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.6% |
| 7D | +1.3% | -4.8% | +6.1% | +3.2% |
| 30D | +6.6% | -21.7% | +28.3% | +16.5% |
| 3M | +25.4% | -22.2% | +47.7% | +35.3% |
| 6M | +26.1% | -27.5% | +53.7% | +40.6% |
| YTD | +37.0% | -33.6% | +70.6% | +55.0% |
| 1Y | -8.8% | -45.0% | +36.2% | +9.6% |
| 3Y | +44.6% | -11.0% | +55.6% | +42.3% |
| All | +980.0% | -40.4% | +1,020.4% | +1,012.8% |
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