+60.5%
BDX vs ACWI
+226.5%
-166.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.3% |
| 7D | -3.6% | 0.0% | -3.5% | -3.6% |
| 30D | +0.7% | -0.6% | +1.3% | +1.0% |
| 3M | +19.0% | +4.3% | +14.7% | +15.8% |
| 6M | +10.8% | +12.7% | -1.9% | +2.5% |
| YTD | +20.1% | +13.9% | +6.2% | +10.4% |
| 1Y | +23.1% | +20.5% | +2.5% | +9.2% |
| 3Y | -8.8% | +76.5% | -85.3% | -36.6% |
| 5Y | -1.4% | +67.5% | -68.9% | -30.2% |
| 10Y | +60.5% | +231.8% | -171.3% | -33.4% |
| All | +60.5% | +226.5% | -166.0% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling