Back from a week of sailing around Narragansett Bay (RI) with a lot of practice going upwind. Of course everything you said improved the upwind performance incredibly with both the ability to point closer to the wind and the gain in speed. I now have good speed even inside the "no sail" zone of the windex. We had much practice in moderate and light winds.
As you recommended I tightened the main halyard, tightened the outhaul, brought the genoa cars back and flattened the genoa. I haven't tested the tune of the backstay but it seems balanced after slowly going into the wind when I let go of the wheel.
In moderate winds of 10-12 knots we achieved a speed of 5 knots on a very close haul which surprised me to no end. We had the boom over the centerline, the genoa car aft and the 150% genoa flat and about 4-6 inches off the spreader bar. We were zooming even though we were heeling about 25 degrees and sometimes hit 30 degrees. We would lose speed if I tried to level her out by easing the mainsheet so I kept it there and hung on. Is such a heel normal in those conditions?
In light winds of about 6 knots, we made about 2.5 to 3 knots headway upwind, little heel with the same settings, although I couldn't flatten out the genny as much as I would have liked since it would rub on the spreader bar.
The compass difference between the port and starboard tacks was around 100 degrees (except against the current). In the past, before these corrections, the difference between the tacks was 160 degrees! It was like going backwards.
I still have much to fine tune but you set me on the right course and it is much appreciated.