+1.3%
U vs NCLH
-42.7%
+44.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.7% | +2.8% | +4.0% |
| 7D | +5.5% | -4.8% | +10.3% | +6.9% |
| 30D | -1.3% | -21.7% | +20.4% | +5.3% |
| 3M | +64.6% | -22.2% | +86.8% | +74.2% |
| 6M | +119.4% | -27.5% | +146.9% | +134.5% |
| YTD | -0.5% | -33.6% | +33.1% | +10.8% |
| 1Y | +1.3% | -45.0% | +46.3% | +8.5% |
| All | +1.3% | -42.7% | +44.0% | +8.5% |
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 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