+10.6%
IBKR vs NCLH
-8.8%
+19.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.8% | -6.2% | -0.8% |
| 7D | -6.8% | +15.8% | -22.6% | -9.7% |
| 30D | -12.5% | +25.1% | -37.6% | -16.7% |
| 3M | -12.0% | -7.3% | -4.7% | -11.2% |
| 6M | -4.5% | +8.1% | -12.7% | -8.2% |
| YTD | +21.5% | -16.7% | +38.1% | +21.2% |
| 1Y | +10.6% | -1.0% | +11.6% | +3.4% |
| All | +10.6% | -8.8% | +19.5% | +3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling