+503.6%
IBKR vs NCLH
-40.4%
+544.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +1.8% |
| 7D | -1.3% | -4.8% | +3.5% | -0.3% |
| 30D | -0.2% | -21.7% | +21.4% | +5.3% |
| 3M | +3.0% | -22.2% | +25.2% | +8.1% |
| 6M | +33.9% | -27.5% | +61.4% | +42.0% |
| YTD | +42.5% | -33.6% | +76.1% | +52.7% |
| 1Y | +44.9% | -45.0% | +89.9% | +61.1% |
| 3Y | +293.0% | -11.0% | +304.0% | +277.7% |
| All | +503.6% | -40.4% | +544.0% | +498.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling