+0.7%
NCLH vs AS
+134.9%
-134.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | +2.0% | +6.9% | -4.9% | -0.6% |
| 30D | +19.1% | +16.0% | +3.1% | +12.5% |
| 3M | -7.5% | -12.8% | +5.4% | -2.7% |
| 6M | +1.0% | -15.4% | +16.3% | +7.2% |
| YTD | -19.7% | -15.7% | -4.0% | -14.9% |
| 1Y | -1.8% | +6.1% | -7.8% | -3.7% |
| All | +0.7% | +134.9% | -134.1% | -13.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling