-9.7%
BDX vs ACWI
+77.6%
-87.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | -4.3% | +1.1% | -5.4% | -4.8% |
| 30D | +1.3% | -0.2% | +1.5% | +1.4% |
| 3M | +20.2% | +4.7% | +15.6% | +17.4% |
| 6M | +8.6% | +14.5% | -5.9% | +0.6% |
| YTD | +19.0% | +14.6% | +4.3% | +10.0% |
| 1Y | +21.2% | +21.4% | -0.3% | +8.5% |
| 3Y | -9.7% | +77.6% | -87.3% | -35.6% |
| All | -9.7% | +77.6% | -87.3% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling