+43.2%
TER vs NCLH
-8.8%
+52.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.8% | -13.6% | -8.5% |
| 7D | -19.9% | +15.8% | -35.7% | -23.3% |
| 30D | -43.5% | +25.1% | -68.6% | -47.3% |
| 3M | -37.8% | -7.3% | -30.5% | -36.5% |
| 6M | -25.6% | +8.1% | -33.7% | -29.2% |
| YTD | +29.8% | -16.7% | +46.5% | +27.2% |
| 1Y | +43.2% | -1.0% | +44.2% | +36.2% |
| All | +43.2% | -8.8% | +52.0% | +36.2% |
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