+1,623.2%
ACN vs TROW
+1,150.1%
+473.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -4.0% |
| 7D | -4.8% | +0.4% | -5.2% | -5.0% |
| 30D | +1.9% | -4.0% | +5.9% | +3.7% |
| 3M | +3.9% | +5.0% | -1.1% | +1.4% |
| 6M | -15.0% | +24.3% | -39.3% | -22.9% |
| YTD | -31.9% | +9.8% | -41.7% | -34.8% |
| 1Y | -28.5% | +6.4% | -35.0% | -30.7% |
| 3Y | -41.9% | +15.8% | -57.7% | -46.9% |
| 5Y | -42.9% | -37.3% | -5.6% | -33.9% |
| 10Y | +88.7% | +130.6% | -41.9% | +25.2% |
| All | +1,623.2% | +1,150.1% | +473.1% | +269.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling