+20.1%
WMB vs NCLH
-4.6%
+24.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +0.5% |
| 7D | +8.1% | +1.7% | +6.4% | +8.2% |
| 30D | -6.9% | +17.9% | -24.8% | -5.6% |
| 3M | -5.1% | -4.5% | -0.6% | -5.4% |
| 6M | -5.7% | +12.9% | -18.6% | -4.6% |
| YTD | +18.1% | -19.1% | +37.1% | +17.3% |
| All | +20.1% | -4.6% | +24.7% | +17.2% |
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