+6.4%
BAH vs AEIS
+6.2%
+0.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -11.1% | +12.6% | -0.1% |
| 7D | +5.8% | -12.7% | +18.5% | +4.1% |
| 30D | +28.7% | -28.8% | +57.5% | +23.6% |
| 3M | +20.9% | -38.0% | +58.9% | +14.9% |
| 6M | +15.2% | -45.3% | +60.5% | +9.0% |
| YTD | +7.1% | +1.1% | +5.9% | +0.9% |
| 1Y | +6.4% | +8.6% | -2.2% | -0.6% |
| All | +6.4% | +6.2% | +0.1% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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