+68.7%
ICUI vs SPY
+75.1%
-6.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.3% | +2.3% |
| 7D | +5.1% | -2.7% | +7.8% | +8.4% |
| 30D | +10.3% | -5.4% | +15.7% | +17.4% |
| 3M | +3.5% | -4.1% | +7.5% | +8.3% |
| 6M | +43.9% | +0.7% | +43.2% | +42.1% |
| YTD | +20.6% | +8.7% | +12.0% | +9.1% |
| 1Y | +32.7% | +10.9% | +21.9% | +17.2% |
| 3Y | +68.7% | +75.0% | -6.3% | -38.4% |
| All | +68.7% | +75.1% | -6.3% | -38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling