+31.4%
ICUI vs SPY
+313.2%
-281.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -4.3% | +0.1% | -4.4% | -4.4% |
| 30D | +0.7% | +0.1% | +0.7% | +0.7% |
| 3M | +24.2% | +2.0% | +22.2% | +22.1% |
| 6M | +17.6% | +13.0% | +4.6% | +6.4% |
| YTD | +17.5% | +13.5% | +3.9% | +6.0% |
| 1Y | +33.4% | +20.0% | +13.4% | +14.9% |
| 3Y | +15.7% | +77.2% | -61.5% | -26.1% |
| 5Y | -17.4% | +81.9% | -99.2% | -48.4% |
| All | +31.4% | +313.2% | -281.8% | -56.7% |
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