+11.6%
ACWI vs TROW
+13.0%
-1.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | -0.2% | +4.4% | -4.6% | -1.2% |
| 30D | -3.3% | +5.5% | -8.7% | -4.6% |
| 3M | -3.4% | -1.3% | -2.1% | -3.1% |
| 6M | +0.8% | +7.9% | -7.1% | -1.9% |
| YTD | +10.7% | +12.6% | -1.9% | +4.7% |
| 1Y | +11.6% | +13.3% | -1.7% | +5.2% |
| All | +11.6% | +13.0% | -1.4% | +5.2% |
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