-1.0%
NCLH vs GEN
+20.2%
-21.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.0% | +2.8% | +5.5% |
| 7D | +15.8% | +26.9% | -11.0% | +7.7% |
| 30D | +25.1% | +38.6% | -13.6% | +14.1% |
| 3M | -7.3% | +9.7% | -17.1% | -11.0% |
| 6M | +8.1% | +58.9% | -50.8% | -6.6% |
| YTD | -16.7% | +15.3% | -32.0% | -18.0% |
| 1Y | -1.0% | +21.8% | -22.8% | -7.1% |
| All | -1.0% | +20.2% | -21.2% | -7.1% |
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