+107.9%
ASX vs FIS
-54.2%
+162.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.2% | +8.7% | +5.8% |
| 7D | -19.9% | -25.5% | +5.5% | -25.5% |
| 30D | -30.9% | -15.1% | -15.8% | -31.4% |
| 3M | -15.1% | -32.1% | +17.0% | -22.3% |
| 6M | -6.5% | -36.1% | +29.6% | -13.0% |
| YTD | +98.4% | -55.4% | +153.8% | +83.3% |
| 1Y | +107.9% | -53.9% | +161.7% | +90.3% |
| All | +107.9% | -54.2% | +162.0% | +90.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling