+1.1%
NCLH vs AMIX
-100.0%
+101.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.6% |
| 7D | +0.2% | -9.9% | +10.1% | +0.3% |
| 30D | +20.8% | -52.8% | +73.5% | +21.5% |
| 3M | -8.1% | -80.0% | +71.9% | -6.9% |
| 6M | +11.8% | -80.2% | +92.1% | +11.3% |
| YTD | -19.5% | -88.1% | +68.6% | -19.3% |
| 1Y | -3.2% | -91.1% | +87.8% | -3.0% |
| All | +1.1% | -100.0% | +101.1% | -10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling