+21.1%
ICUI vs SPY
+315.0%
-293.9%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.4% | +1.5% | +1.9% |
| 7D | +10.1% | +0.1% | +10.1% | +10.1% |
| 30D | +11.6% | -3.3% | +14.9% | +14.8% |
| 3M | -3.1% | -2.4% | -0.7% | -1.1% |
| 6M | +41.5% | +2.6% | +38.9% | +38.4% |
| YTD | +25.4% | +11.2% | +14.1% | +15.0% |
| 1Y | +27.6% | +13.4% | +14.2% | +15.2% |
| 3Y | +120.6% | +79.9% | +40.7% | +39.5% |
| 5Y | -25.7% | +72.2% | -97.9% | -51.8% |
| 10Y | +21.1% | +307.3% | -286.2% | -60.1% |
| All | +21.1% | +315.0% | -293.9% | -60.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling