-39.2%
NCLH vs GEN
+5.4%
-44.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | +0.6% |
| 7D | -6.5% | -1.2% | -5.3% | -6.1% |
| 30D | -23.3% | +10.1% | -33.4% | -25.7% |
| 3M | -18.6% | +16.1% | -34.7% | -22.5% |
| 6M | -26.2% | +38.9% | -65.1% | -33.2% |
| YTD | -30.2% | +14.4% | -44.7% | -29.1% |
| 1Y | -39.2% | +5.9% | -45.0% | -37.9% |
| All | -39.2% | +5.4% | -44.6% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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