+24.5%
ICUI vs SPY
+13.0%
+11.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -3.5% |
| 7D | +3.3% | -0.9% | +4.2% | +4.2% |
| 30D | +8.8% | -2.4% | +11.1% | +11.4% |
| 3M | -2.1% | -1.2% | -0.9% | -1.1% |
| 6M | +43.0% | +3.3% | +39.7% | +36.4% |
| YTD | +24.9% | +12.3% | +12.7% | +7.1% |
| 1Y | +24.5% | +12.4% | +12.0% | +6.6% |
| All | +24.5% | +13.0% | +11.5% | +6.6% |
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