-15.1%
GEHC vs SOLS
+17.0%
-32.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -7.2% | -3.5% | -3.7% | -7.0% |
| 30D | -11.6% | -1.0% | -10.6% | -11.5% |
| 3M | -0.8% | -24.1% | +23.3% | +2.0% |
| 6M | -11.9% | -18.0% | +6.1% | -11.0% |
| YTD | -21.9% | +27.1% | -49.0% | -25.4% |
| All | -15.1% | +17.0% | -32.2% | -19.7% |
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