-7.5%
T vs NCLH
-42.7%
+35.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +2.0% |
| 7D | +1.5% | -4.8% | +6.3% | +1.4% |
| 30D | +7.5% | -21.7% | +29.1% | +7.1% |
| 3M | +14.8% | -22.2% | +37.1% | +14.6% |
| 6M | -1.7% | -27.5% | +25.8% | -1.9% |
| YTD | +8.7% | -33.6% | +42.3% | +7.7% |
| 1Y | -7.5% | -45.0% | +37.5% | -9.9% |
| All | -7.5% | -42.7% | +35.2% | -9.9% |
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