+23.9%
ICUI vs SPY
+308.5%
-284.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.2% |
| 7D | +5.8% | +3.3% | +2.5% | +2.9% |
| 30D | +8.6% | -2.7% | +11.3% | +11.1% |
| 3M | -1.1% | -1.7% | +0.6% | +0.2% |
| 6M | +43.9% | +3.1% | +40.8% | +40.1% |
| YTD | +24.3% | +11.9% | +12.4% | +13.4% |
| 1Y | +27.4% | +12.0% | +15.4% | +16.2% |
| 3Y | +116.5% | +78.2% | +38.3% | +37.7% |
| 5Y | -27.2% | +73.2% | -100.5% | -53.0% |
| All | +23.9% | +308.5% | -284.6% | -59.0% |
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