-47.5%
FISV vs ASX
+366.9%
-414.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.7% | +3.6% |
| 7D | +1.4% | +12.4% | -11.0% | +2.4% |
| 30D | +38.4% | -19.8% | +58.2% | +36.9% |
| 3M | +14.9% | -10.3% | +25.2% | +14.6% |
| 6M | +21.8% | +1.2% | +20.6% | +22.2% |
| YTD | -5.0% | +123.0% | -128.1% | -4.7% |
| 1Y | -1.2% | +145.4% | -146.6% | -0.6% |
| 3Y | -47.5% | +368.6% | -416.2% | -52.6% |
| All | -47.5% | +366.9% | -414.4% | -52.6% |
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