-5.6%
NCLH vs ALHC
+141.7%
-147.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -0.3% | -1.0% | +0.7% | -0.2% |
| 30D | -20.1% | -6.3% | -13.7% | -19.6% |
| 3M | -17.0% | -12.3% | -4.7% | -16.9% |
| 6M | -23.2% | -27.0% | +3.8% | -22.2% |
| YTD | -31.0% | -31.8% | +0.8% | -29.8% |
| 1Y | -37.3% | -17.0% | -20.2% | -37.3% |
| 3Y | -5.6% | +159.8% | -165.4% | -35.0% |
| All | -5.6% | +141.7% | -147.2% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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