+66.3%
IBIT vs NCLH
-15.3%
+81.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.5% |
| 7D | +1.1% | -4.6% | +5.8% | +2.2% |
| 30D | +22.2% | -19.9% | +42.2% | +28.1% |
| 3M | +26.0% | -22.0% | +48.0% | +31.8% |
| 6M | +13.2% | -28.3% | +41.5% | +19.9% |
| YTD | -10.8% | -33.5% | +22.7% | -5.4% |
| 1Y | -29.9% | -41.5% | +11.5% | -23.3% |
| All | +66.3% | -15.3% | +81.6% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH 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 NCLH 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