-15.9%
ACN vs TROW
+37.3%
-53.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | -0.1% |
| 7D | -3.8% | +0.5% | -4.3% | -4.1% |
| 30D | +16.5% | +9.3% | +7.2% | +12.1% |
| 3M | +41.5% | -0.9% | +42.4% | +41.8% |
| 6M | +60.1% | +8.3% | +51.7% | +53.7% |
| YTD | -3.9% | +10.6% | -14.6% | -8.6% |
| 1Y | +4.1% | +10.5% | -6.5% | -1.1% |
| 3Y | -15.9% | +36.5% | -52.4% | -25.6% |
| All | -15.9% | +37.3% | -53.2% | -25.6% |
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