+913.4%
ASX vs FIS
-40.5%
+953.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.9% | +12.0% | +7.8% |
| 7D | +6.3% | -3.5% | +9.8% | +7.2% |
| 30D | +6.4% | -7.8% | +14.3% | +8.7% |
| 3M | +13.1% | +0.8% | +12.3% | +10.9% |
| 6M | +90.3% | -21.9% | +112.2% | +101.7% |
| YTD | +149.6% | -39.5% | +189.1% | +188.9% |
| 1Y | +249.2% | -41.0% | +290.2% | +305.7% |
| 3Y | +445.9% | -23.6% | +469.5% | +455.3% |
| 5Y | +477.7% | -65.6% | +543.4% | +703.9% |
| 10Y | +913.4% | -40.2% | +953.6% | +997.4% |
| All | +913.4% | -40.5% | +953.9% | +997.4% |
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