+1,006.1%
WDC vs NCLH
-40.9%
+1,047.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.6% | +2.1% |
| 7D | +7.5% | -4.6% | +12.1% | +9.0% |
| 30D | +10.1% | -19.9% | +30.0% | +17.5% |
| 3M | -6.8% | -22.0% | +15.1% | -0.7% |
| 6M | +84.1% | -28.3% | +112.4% | +100.3% |
| YTD | +180.3% | -33.5% | +213.7% | +209.4% |
| 1Y | +411.1% | -41.5% | +452.6% | +479.9% |
| 3Y | +1,375.0% | -8.9% | +1,383.9% | +1,300.3% |
| All | +1,006.1% | -40.9% | +1,047.0% | +983.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling