+10.3%
GEHC vs SOLS
+25.7%
-15.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | +0.8% | +14.0% | -13.2% | +0.6% |
| 30D | +21.3% | +10.0% | +11.4% | +20.9% |
| 3M | +12.6% | +5.8% | +6.8% | +12.4% |
| 6M | +34.3% | -25.2% | +59.5% | +39.4% |
| YTD | +1.4% | +36.5% | -35.1% | -3.3% |
| 1Y | +12.5% | +45.0% | -32.6% | +5.5% |
| All | +10.3% | +25.7% | -15.5% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling