-39.2%
NCLH vs IBB
+51.5%
-90.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.6% |
| 7D | -6.5% | +1.4% | -7.9% | -7.6% |
| 30D | -23.3% | +10.5% | -33.8% | -30.6% |
| 3M | -18.6% | +23.6% | -42.2% | -35.6% |
| 6M | -26.2% | +22.6% | -48.9% | -41.3% |
| YTD | -30.2% | +25.7% | -55.9% | -45.9% |
| 1Y | -39.2% | +51.4% | -90.5% | -58.1% |
| All | -39.2% | +51.5% | -90.6% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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