-63.0%
FISV vs ASX
+253.2%
-316.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.8% | -0.1% |
| 7D | -7.2% | +6.5% | -13.7% | -5.9% |
| 30D | -7.2% | +3.1% | -10.3% | -6.4% |
| 3M | -8.2% | +17.4% | -25.5% | -3.6% |
| 6M | -17.7% | +85.4% | -103.1% | -2.7% |
| YTD | -27.2% | +150.1% | -177.2% | +6.0% |
| 1Y | -63.0% | +256.3% | -319.3% | -25.2% |
| All | -63.0% | +253.2% | -316.1% | -25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling