-1.0%
NCLH vs AS
+3.3%
-4.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +5.1% | +1.7% | +3.7% |
| 7D | +15.8% | +13.8% | +2.0% | +7.5% |
| 30D | +25.1% | +16.7% | +8.4% | +14.4% |
| 3M | -7.3% | -11.5% | +4.2% | -1.2% |
| 6M | +8.1% | -5.5% | +13.7% | +10.3% |
| YTD | -16.7% | -14.2% | -2.5% | -12.7% |
| 1Y | -1.0% | +2.1% | -3.1% | +2.0% |
| All | -1.0% | +3.3% | -4.3% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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