+1,680.4%
ICUI vs SPY
+2,954.7%
-1,274.3%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.3% | +2.5% |
| 7D | +5.1% | -2.7% | +7.8% | +7.0% |
| 30D | +10.3% | -5.4% | +15.7% | +14.4% |
| 3M | +3.5% | -4.1% | +7.5% | +6.4% |
| 6M | +43.9% | +0.7% | +43.2% | +43.2% |
| YTD | +20.6% | +8.7% | +12.0% | +14.5% |
| 1Y | +32.7% | +10.9% | +21.9% | +24.3% |
| 3Y | +68.7% | +75.0% | -6.3% | +19.0% |
| 5Y | -28.6% | +67.8% | -96.4% | -48.2% |
| 10Y | +23.6% | +312.9% | -289.2% | -48.8% |
| All | +1,680.4% | +2,954.7% | -1,274.3% | +68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling