-39.2%
NCLH vs AMIX
-81.0%
+41.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | -0.1% |
| 7D | -6.5% | -13.7% | +7.2% | -6.4% |
| 30D | -23.3% | -62.1% | +38.8% | -22.9% |
| 3M | -18.6% | -46.2% | +27.6% | -16.6% |
| 6M | -26.2% | -46.4% | +20.2% | -25.2% |
| YTD | -30.2% | -60.3% | +30.0% | -30.0% |
| 1Y | -39.2% | -79.7% | +40.5% | -34.3% |
| All | -39.2% | -81.0% | +41.8% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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