-39.2%
NCLH vs EQH
+2.5%
-41.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.5% |
| 7D | -6.5% | +5.5% | -12.0% | -9.4% |
| 30D | -23.3% | +3.2% | -26.5% | -24.8% |
| 3M | -18.6% | +32.5% | -51.2% | -31.9% |
| 6M | -26.2% | +33.7% | -60.0% | -39.4% |
| YTD | -30.2% | +13.4% | -43.7% | -36.8% |
| 1Y | -39.2% | +0.6% | -39.7% | -41.3% |
| All | -39.2% | +2.5% | -41.6% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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