+37.9%
NCLH vs AG
+202.7%
-164.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.3% | +1.2% | -3.2% |
| 7D | +1.7% | -6.0% | +7.7% | +2.6% |
| 30D | +17.9% | -14.3% | +32.2% | +20.5% |
| 3M | -4.5% | -26.9% | +22.4% | -0.5% |
| 6M | +12.9% | -42.1% | +55.0% | +20.7% |
| YTD | -19.1% | -15.9% | -3.2% | -19.5% |
| 1Y | -4.6% | +11.5% | -16.2% | -9.4% |
| All | +37.9% | +202.7% | -164.8% | +3.7% |
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