+1,081.7%
V vs NCLH
-26.3%
+1,108.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +0.8% | +6.3% | -5.5% | -0.3% |
| 30D | +9.9% | +18.9% | -8.9% | +6.5% |
| 3M | +17.5% | -0.2% | +17.7% | +17.1% |
| 6M | +33.5% | +8.4% | +25.1% | +30.3% |
| YTD | +21.6% | -17.1% | +38.6% | +23.0% |
| 1Y | +27.6% | -2.8% | +30.4% | +25.4% |
| 3Y | +76.4% | +40.4% | +36.0% | +54.9% |
| 5Y | +103.8% | -30.8% | +134.6% | +91.4% |
| 10Y | +455.5% | -51.3% | +506.7% | +369.6% |
| All | +1,081.7% | -26.3% | +1,108.0% | +835.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling