+26.0%
BDX vs ACWI
+58.8%
-32.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +0.3% |
| 7D | +8.4% | +0.3% | +8.1% | +8.1% |
| 30D | +17.1% | -2.8% | +20.0% | +18.6% |
| 3M | +22.4% | -3.2% | +25.6% | +24.1% |
| 6M | +45.9% | +1.3% | +44.6% | +44.3% |
| YTD | +43.8% | +11.2% | +32.6% | +35.1% |
| 1Y | +57.8% | +13.8% | +44.0% | +46.5% |
| 3Y | +25.4% | +76.2% | -50.8% | -7.9% |
| 5Y | +26.0% | +59.5% | -33.5% | -10.3% |
| All | +26.0% | +58.8% | -32.8% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling