+18.9%
SWKS vs NCLH
-8.8%
+27.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.8% | -9.7% | -3.6% |
| 7D | -4.9% | +15.8% | -20.8% | -6.6% |
| 30D | -1.2% | +25.1% | -26.3% | -3.7% |
| 3M | +24.2% | -7.3% | +31.5% | +25.6% |
| 6M | +21.5% | +8.1% | +13.3% | +20.3% |
| YTD | +33.5% | -16.7% | +50.2% | +33.6% |
| 1Y | +18.9% | -1.0% | +19.9% | +12.2% |
| All | +18.9% | -8.8% | +27.7% | +12.2% |
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