+144.5%
ASX vs FIS
-55.3%
+199.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.1% | +2.1% | -5.4% |
| 7D | +22.1% | -3.5% | +25.6% | +21.1% |
| 30D | -23.8% | -19.4% | -4.3% | -25.7% |
| 3M | -7.6% | -31.6% | +24.0% | -15.0% |
| 6M | +6.9% | -32.5% | +39.5% | -0.4% |
| YTD | +127.7% | -56.0% | +183.6% | +113.2% |
| 1Y | +144.5% | -55.5% | +200.1% | +128.4% |
| All | +144.5% | -55.3% | +199.8% | +128.4% |
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 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