+26.5%
ICUI vs SPY
+304.1%
-277.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.1% |
| 7D | +12.5% | -0.6% | +13.1% | +13.1% |
| 30D | +13.6% | -3.7% | +17.3% | +17.2% |
| 3M | -0.2% | -2.7% | +2.6% | +2.1% |
| 6M | +44.0% | +2.2% | +41.9% | +41.4% |
| YTD | +27.6% | +10.8% | +16.8% | +17.5% |
| 1Y | +30.8% | +11.2% | +19.6% | +20.0% |
| 3Y | +122.3% | +76.5% | +45.8% | +42.6% |
| 5Y | -24.0% | +72.9% | -96.9% | -50.7% |
| 10Y | +26.5% | +304.8% | -278.3% | -58.0% |
| All | +26.5% | +304.1% | -277.6% | -58.0% |
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