-3.2%
NCLH vs AS
+8.1%
-11.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +0.9% |
| 7D | +2.7% | +5.8% | -3.1% | -0.6% |
| 30D | +18.4% | +15.4% | +3.0% | +8.9% |
| 3M | -4.3% | -11.9% | +7.6% | +2.5% |
| 6M | +7.9% | -9.9% | +17.8% | +13.4% |
| YTD | -17.4% | -13.1% | -4.3% | -14.1% |
| All | -3.2% | +8.1% | -11.3% | -0.2% |
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