-43.0%
ACN vs TROW
+12.9%
-55.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | -6.3% | -1.5% | -4.8% | -5.7% |
| 30D | -1.4% | -5.3% | +3.9% | +0.8% |
| 3M | +2.6% | +2.9% | -0.4% | +0.9% |
| 6M | -14.3% | +22.2% | -36.5% | -21.8% |
| YTD | -33.1% | +8.1% | -41.2% | -35.6% |
| 1Y | -28.8% | +5.8% | -34.6% | -31.0% |
| All | -43.0% | +12.9% | -55.9% | -47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling