+842.6%
ASX vs FIS
-54.6%
+897.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.4% | +10.0% | +9.0% |
| 7D | -12.3% | -29.4% | +17.1% | -4.5% |
| 30D | -26.0% | -16.7% | -9.3% | -23.5% |
| 3M | -8.1% | -33.0% | +24.9% | +0.7% |
| 6M | +1.4% | -33.3% | +34.7% | +9.5% |
| YTD | +115.6% | -56.0% | +171.6% | +167.5% |
| 1Y | +128.0% | -54.6% | +182.6% | +179.4% |
| 3Y | +371.4% | -40.6% | +412.0% | +401.1% |
| 5Y | +469.4% | -71.9% | +541.3% | +703.8% |
| 10Y | +842.6% | -55.3% | +898.0% | +943.5% |
| All | +842.6% | -54.6% | +897.3% | +943.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 10y: compounded portfolio wealth divided by compounded FIS 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…
10y analysis · Full analysis span regression · 6 months rolling