-30.8%
NCLH vs IBB
+42.1%
-72.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +1.6% |
| 7D | +6.3% | +0.8% | +5.5% | +5.4% |
| 30D | +18.9% | +5.2% | +13.7% | +12.4% |
| 3M | -0.2% | +8.6% | -8.8% | -10.5% |
| 6M | +8.4% | +27.8% | -19.5% | -20.6% |
| YTD | -17.1% | +28.8% | -45.9% | -39.6% |
| 1Y | -2.8% | +36.4% | -39.2% | -33.9% |
| 3Y | +40.4% | +89.3% | -48.9% | -38.4% |
| 5Y | -30.8% | +43.3% | -74.0% | -63.5% |
| All | -30.8% | +42.1% | -72.9% | -63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling