-58.2%
FISV vs ASX
+451.5%
-509.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.1% | -10.1% | -3.8% |
| 7D | -1.6% | +6.3% | -7.9% | -1.3% |
| 30D | -3.0% | +6.4% | -9.4% | -2.7% |
| 3M | -3.5% | +13.1% | -16.7% | -3.1% |
| 6M | -19.4% | +90.3% | -109.7% | -20.0% |
| YTD | -24.3% | +149.6% | -173.9% | -24.8% |
| 1Y | -62.4% | +249.2% | -311.6% | -63.4% |
| All | -58.2% | +451.5% | -509.7% | -65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling