-10.9%
NCLH vs AG
+278.6%
-289.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -3.8% |
| 7D | -4.6% | -0.1% | -4.5% | -4.6% |
| 30D | -19.9% | +12.5% | -32.4% | -21.5% |
| 3M | -22.0% | +28.2% | -50.1% | -25.3% |
| 6M | -28.3% | -18.8% | -9.5% | -27.4% |
| YTD | -33.5% | +27.4% | -60.8% | -37.5% |
| 1Y | -41.5% | +132.2% | -173.6% | -50.4% |
| All | -10.9% | +278.6% | -289.5% | -35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling