-1.0%
NCLH vs IAG
+56.5%
-57.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +10.2% | -3.4% | +5.3% |
| 7D | +15.8% | +1.1% | +14.7% | +15.4% |
| 30D | +25.1% | -5.3% | +30.3% | +25.6% |
| 3M | -7.3% | +18.0% | -25.4% | -9.9% |
| 6M | +8.1% | +7.1% | +1.0% | +6.1% |
| YTD | -16.7% | +5.9% | -22.6% | -18.0% |
| 1Y | -1.0% | +59.4% | -60.4% | -7.9% |
| All | -1.0% | +56.5% | -57.6% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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