+432.3%
ASX vs FIS
-62.1%
+494.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.4% |
| 7D | -0.7% | +1.1% | -1.8% | -0.9% |
| 30D | +2.0% | -2.2% | +4.2% | +2.3% |
| 3M | -1.3% | +2.1% | -3.5% | -2.5% |
| 6M | +71.4% | -14.7% | +86.1% | +75.4% |
| YTD | +135.3% | -35.7% | +171.0% | +158.2% |
| 1Y | +267.5% | -37.1% | +304.5% | +304.2% |
| 3Y | +388.5% | -20.0% | +408.5% | +390.7% |
| All | +432.3% | -62.1% | +494.4% | +524.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling