-85.6%
SMR vs NCLH
-8.8%
-76.8%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.8% | -11.2% | -7.1% |
| 7D | -9.5% | +15.8% | -25.3% | -15.0% |
| 30D | -33.2% | +25.1% | -58.3% | -39.0% |
| 3M | -45.9% | -7.3% | -38.6% | -44.7% |
| 6M | -57.9% | +8.1% | -66.0% | -60.4% |
| YTD | -63.8% | -16.7% | -47.1% | -64.0% |
| 1Y | -85.6% | -1.0% | -84.6% | -86.7% |
| All | -85.6% | -8.8% | -76.8% | -86.7% |
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