+5,609.8%
ASX vs FIS
+229.2%
+5,380.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.2% | +8.7% | +7.2% |
| 7D | -19.9% | -25.5% | +5.5% | -12.0% |
| 30D | -30.9% | -15.1% | -15.8% | -28.2% |
| 3M | -15.1% | -32.1% | +17.0% | -4.7% |
| 6M | -6.5% | -36.1% | +29.6% | +5.0% |
| YTD | +98.4% | -55.4% | +153.8% | +154.7% |
| 1Y | +107.9% | -53.9% | +161.7% | +163.0% |
| 3Y | +325.3% | -39.8% | +365.0% | +365.8% |
| 5Y | +447.3% | -71.1% | +518.4% | +678.3% |
| 10Y | +763.2% | -53.8% | +817.0% | +870.1% |
| All | +5,609.8% | +229.2% | +5,380.6% | +2,579.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling