-39.2%
NCLH vs AU
+100.5%
-139.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.3% |
| 7D | -6.5% | -3.6% | -2.8% | -5.9% |
| 30D | -23.3% | +23.9% | -47.2% | -26.5% |
| 3M | -18.6% | +19.1% | -37.7% | -21.7% |
| 6M | -26.2% | -0.2% | -26.1% | -28.7% |
| YTD | -30.2% | +32.5% | -62.7% | -34.7% |
| 1Y | -39.2% | +96.9% | -136.1% | -44.4% |
| All | -39.2% | +100.5% | -139.6% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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