-13.3%
NCLH vs AMIX
-99.9%
+86.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.2% |
| 7D | -0.3% | -3.4% | +3.1% | -0.2% |
| 30D | -20.1% | -54.4% | +34.3% | -19.6% |
| 3M | -17.0% | -45.7% | +28.7% | -17.8% |
| 6M | -23.2% | -49.2% | +25.9% | -24.0% |
| YTD | -31.0% | -60.3% | +29.3% | -31.5% |
| 1Y | -37.3% | -81.4% | +44.1% | -37.1% |
| All | -13.3% | -99.9% | +86.5% | -23.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling