+58.6%
IBIT vs NCLH
+7.4%
+51.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.3% | +1.0% |
| 7D | -6.8% | +1.2% | -8.0% | -7.0% |
| 30D | -9.9% | +22.6% | -32.5% | -13.9% |
| 3M | +17.5% | +0.6% | +16.9% | +16.8% |
| 6M | -9.1% | +13.5% | -22.6% | -13.2% |
| YTD | -14.9% | -15.7% | +0.8% | -14.5% |
| 1Y | -27.6% | 0.0% | -27.6% | -31.3% |
| All | +58.6% | +7.4% | +51.3% | +39.0% |
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