-4.6%
NCLH vs IBB
+30.0%
-34.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.9% | -2.3% |
| 7D | +1.7% | +1.6% | +0.1% | +0.4% |
| 30D | +17.9% | +6.7% | +11.2% | +12.5% |
| 3M | -4.5% | +6.3% | -10.9% | -10.2% |
| 6M | +12.9% | +23.9% | -11.0% | -12.6% |
| YTD | -19.1% | +26.6% | -45.7% | -39.4% |
| 1Y | -4.6% | +29.6% | -34.3% | -30.2% |
| All | -4.6% | +30.0% | -34.7% | -30.2% |
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