+2.0%
FISV vs ASX
+964.2%
-962.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.0% | +6.4% | +5.6% |
| 7D | -2.7% | +5.2% | -7.9% | -3.6% |
| 30D | 0.0% | +0.5% | -0.4% | -0.3% |
| 3M | -2.8% | +8.3% | -11.1% | -5.8% |
| 6M | -11.8% | +82.0% | -93.9% | -24.3% |
| YTD | -23.2% | +147.6% | -170.8% | -38.6% |
| 1Y | -62.0% | +258.8% | -320.8% | -72.7% |
| 3Y | -57.6% | +452.1% | -509.7% | -74.1% |
| 5Y | -53.4% | +441.7% | -495.1% | -72.4% |
| All | +2.0% | +964.2% | -962.2% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling