-42.7%
NCLH vs AG
+119.5%
-162.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.9% | +3.0% | -1.2% |
| 7D | -6.5% | -5.8% | -0.7% | -5.8% |
| 30D | -22.1% | +6.4% | -28.4% | -23.0% |
| 3M | -18.7% | +28.4% | -47.1% | -22.2% |
| 6M | -28.4% | -24.5% | -3.9% | -27.7% |
| YTD | -34.7% | +21.2% | -55.9% | -38.2% |
| 1Y | -42.7% | +114.1% | -156.8% | -50.9% |
| All | -42.7% | +119.5% | -162.2% | -50.9% |
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