-39.2%
NCLH vs AG
+125.2%
-164.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.8% | +0.1% |
| 7D | -6.5% | +1.0% | -7.5% | -6.6% |
| 30D | -23.3% | +19.2% | -42.5% | -25.4% |
| 3M | -18.6% | +6.2% | -24.8% | -20.1% |
| 6M | -26.2% | -26.7% | +0.4% | -25.7% |
| YTD | -30.2% | +26.1% | -56.4% | -34.0% |
| 1Y | -39.2% | +131.7% | -170.8% | -47.3% |
| All | -39.2% | +125.2% | -164.4% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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