+96.2%
SMH vs NCLH
-38.5%
+134.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +2.5% | -6.5% | +9.0% | +3.9% |
| 30D | -0.5% | -23.3% | +22.8% | +4.8% |
| 3M | -9.6% | -18.6% | +9.0% | -6.8% |
| 6M | +42.1% | -26.2% | +68.3% | +47.5% |
| YTD | +57.4% | -30.2% | +87.7% | +63.7% |
| 1Y | +96.2% | -39.2% | +135.4% | +107.6% |
| All | +96.2% | -38.5% | +134.7% | +107.6% |
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