-44.1%
ACN vs TROW
-38.8%
-5.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.1% |
| 7D | -6.3% | -1.5% | -4.8% | -5.6% |
| 30D | -1.4% | -5.3% | +3.9% | +1.3% |
| 3M | +2.6% | +2.9% | -0.4% | +0.7% |
| 6M | -14.3% | +22.2% | -36.5% | -22.9% |
| YTD | -33.1% | +8.1% | -41.2% | -36.0% |
| 1Y | -28.8% | +5.8% | -34.6% | -31.2% |
| 3Y | -43.0% | +14.0% | -57.0% | -48.5% |
| All | -44.1% | -38.8% | -5.4% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling