+15.7%
GEHC vs SOLS
+37.2%
-21.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.5% | +12.9% | +6.4% |
| 7D | +13.2% | -8.8% | +22.0% | +13.3% |
| 30D | +30.6% | -0.6% | +31.2% | +30.2% |
| 3M | +22.2% | -9.0% | +31.2% | +22.4% |
| 6M | +40.8% | -28.7% | +69.5% | +44.3% |
| YTD | +4.8% | +19.2% | -14.3% | -1.1% |
| 1Y | +15.7% | +32.6% | -16.9% | +5.9% |
| All | +15.7% | +37.2% | -21.5% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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