+3,774.3%
SMH vs NCLH
-40.8%
+3,815.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.9% |
| 7D | +4.3% | -4.6% | +8.9% | +5.4% |
| 30D | +0.9% | -19.9% | +20.8% | +5.9% |
| 3M | -2.8% | -22.0% | +19.1% | +2.0% |
| 6M | +45.6% | -28.3% | +73.9% | +54.9% |
| YTD | +59.5% | -33.5% | +92.9% | +71.1% |
| 1Y | +93.4% | -41.5% | +134.9% | +112.2% |
| 3Y | +287.1% | -8.9% | +296.0% | +271.0% |
| 5Y | +338.0% | -40.5% | +378.5% | +332.7% |
| 10Y | +1,876.8% | -57.0% | +1,933.8% | +1,723.0% |
| All | +3,774.3% | -40.8% | +3,815.2% | +3,390.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling