+191.5%
BAH vs AEIS
+545.5%
-354.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.2% |
| 7D | -1.3% | +6.5% | -7.8% | -2.0% |
| 30D | -6.6% | -9.2% | +2.6% | -5.9% |
| 3M | -7.2% | -8.3% | +1.2% | -7.6% |
| 6M | -10.0% | -6.3% | -3.7% | -11.4% |
| YTD | -12.5% | +36.5% | -49.0% | -19.2% |
| 1Y | -27.9% | +84.8% | -112.7% | -36.9% |
| 3Y | -31.4% | +176.6% | -208.0% | -45.1% |
| 5Y | -3.2% | +237.1% | -240.3% | -26.9% |
| 10Y | +191.5% | +554.7% | -363.2% | +62.4% |
| All | +191.5% | +545.5% | -354.1% | +62.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling