+398.5%
ASX vs FIS
-37.3%
+435.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.7% | -0.1% | +6.9% |
| 7D | +0.8% | +1.5% | -0.7% | +0.8% |
| 30D | -20.4% | -11.8% | -8.6% | -20.6% |
| 3M | -2.1% | -28.5% | +26.4% | -3.3% |
| 6M | +8.2% | -27.0% | +35.3% | +6.8% |
| YTD | +137.3% | -53.1% | +190.4% | +150.3% |
| 1Y | +155.0% | -52.8% | +207.8% | +168.5% |
| All | +398.5% | -37.3% | +435.9% | +336.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling