-4.6%
NCLH vs EQH
+12.7%
-17.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.7% | +1.2% | -1.1% |
| 7D | -2.5% | -3.1% | +0.6% | -0.6% |
| 30D | +14.5% | -2.9% | +17.4% | +16.6% |
| 3M | -12.5% | +3.1% | -15.7% | -14.2% |
| 6M | +4.8% | +21.8% | -16.9% | -7.8% |
| YTD | -20.4% | +13.3% | -33.8% | -27.7% |
| 1Y | -4.6% | +20.1% | -24.7% | -17.0% |
| All | -4.6% | +12.7% | -17.3% | -17.0% |
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