+28.5%
ICUI vs SPY
+12.3%
+16.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.4% | +1.5% | +1.3% |
| 7D | +10.1% | +0.1% | +10.1% | +9.9% |
| 30D | +11.6% | -3.3% | +14.9% | +15.6% |
| 3M | -3.1% | -2.4% | -0.7% | -0.6% |
| 6M | +41.5% | +2.6% | +38.9% | +35.9% |
| YTD | +25.4% | +11.2% | +14.1% | +8.5% |
| All | +28.5% | +12.3% | +16.1% | +10.9% |
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