+234.4%
ICHR vs SPY
+18.1%
+216.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +2.0% | -0.5% |
| 7D | +1.7% | -0.8% | +2.5% | +4.8% |
| 30D | -17.1% | -1.1% | -16.1% | -13.4% |
| 3M | -31.8% | +3.9% | -35.6% | -40.4% |
| 6M | +27.9% | +13.6% | +14.3% | -18.8% |
| YTD | +211.2% | +12.7% | +198.5% | +103.7% |
| 1Y | +234.4% | +17.5% | +216.9% | +79.1% |
| All | +234.4% | +18.1% | +216.3% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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