Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • NCLH vs AEIS✓SelectedUSD · AEISNCLH vs AEIS performance historyLatest closeAs of+1.72%09/11
Stock and ETF performance explorer

NCLH vs AEIS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-45.0%
AEIS return
+81.9%
Excess return
-126.9%
Maximum drawdown
-45.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioAEISExcessAlpha
1D+1.7%+4.9%-3.2%+0.7%
7D-4.8%+2.3%-7.1%-5.3%
30D-21.7%-14.8%-6.9%-19.2%
3M-22.2%-15.6%-6.7%-20.4%
6M-27.5%-8.7%-18.8%-28.4%
YTD-33.6%+37.3%-70.9%-40.5%
1Y-45.0%+80.3%-125.3%-52.8%
All-45.0%+81.9%-126.9%-52.8%

Cumulative growth

Daily Returns

Daily percentage return beside AEIS.

Daily Out/Under-Performance

Portfolio return minus AEIS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × AEIS 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 AEIS 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