-12.5%
NCLH vs IBN
+25.1%
-37.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.5% |
| 7D | -6.5% | -5.5% | -1.1% | -2.6% |
| 30D | -22.1% | -3.4% | -18.7% | -20.2% |
| 3M | -18.7% | +8.7% | -27.4% | -23.8% |
| 6M | -28.4% | +3.7% | -32.1% | -30.6% |
| YTD | -34.7% | -2.4% | -32.3% | -33.7% |
| 1Y | -42.7% | -8.1% | -34.6% | -40.2% |
| All | -12.5% | +25.1% | -37.6% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling