+77.6%
ACWI vs TROW
+14.8%
+62.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.3% |
| 7D | +1.1% | +0.4% | +0.7% | +0.9% |
| 30D | -0.2% | -4.0% | +3.8% | +1.3% |
| 3M | +4.7% | +5.0% | -0.3% | +2.3% |
| 6M | +14.5% | +24.3% | -9.8% | +4.8% |
| YTD | +14.6% | +9.8% | +4.9% | +9.6% |
| 1Y | +21.4% | +6.4% | +15.0% | +17.3% |
| 3Y | +77.6% | +15.8% | +61.8% | +61.2% |
| All | +77.6% | +14.8% | +62.8% | +61.2% |
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 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