-23.1%
ACN vs TROW
+4.9%
-28.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.5% | +4.0% |
| 7D | -1.5% | -3.2% | +1.7% | +0.2% |
| 30D | +2.1% | -4.6% | +6.7% | +4.7% |
| 3M | +11.1% | -0.7% | +11.7% | +9.8% |
| 6M | -6.8% | +22.2% | -29.1% | -21.2% |
| YTD | -30.0% | +6.6% | -36.7% | -33.7% |
| 1Y | -23.1% | +5.8% | -29.0% | -26.7% |
| All | -23.1% | +4.9% | -28.0% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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