-37.3%
NCLH vs AS
-22.5%
-14.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.7% | +0.3% |
| 7D | -0.3% | -2.6% | +2.4% | +1.0% |
| 30D | -20.1% | -22.1% | +2.1% | -9.1% |
| 3M | -17.0% | -15.3% | -1.7% | -10.2% |
| 6M | -23.2% | -15.6% | -7.7% | -17.0% |
| YTD | -31.0% | -23.2% | -7.9% | -23.5% |
| 1Y | -37.3% | -21.7% | -15.6% | -31.7% |
| All | -37.3% | -22.5% | -14.7% | -31.7% |
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