-3.2%
NCLH vs AG
+7.9%
-11.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.9% | -0.2% |
| 7D | +0.2% | -10.0% | +10.2% | +1.9% |
| 30D | +20.8% | -10.5% | +31.3% | +22.7% |
| 3M | -8.1% | -27.3% | +19.1% | -4.4% |
| 6M | +11.8% | -43.0% | +54.8% | +18.7% |
| YTD | -19.5% | -17.9% | -1.6% | -18.0% |
| 1Y | -3.2% | +11.9% | -15.2% | -3.6% |
| All | -3.2% | +7.9% | -11.1% | -3.6% |
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