-36.0%
FISV vs ASX
+538.6%
-574.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.6% | -5.7% | +0.7% |
| 7D | +3.0% | +0.8% | +2.2% | +2.8% |
| 30D | +38.8% | -20.4% | +59.2% | +39.9% |
| 3M | +21.2% | -2.1% | +23.4% | +20.4% |
| 6M | +17.5% | +8.2% | +9.3% | +14.2% |
| YTD | -4.9% | +137.3% | -142.1% | -17.2% |
| 1Y | -0.6% | +155.0% | -155.6% | -14.3% |
| 3Y | -47.4% | +397.9% | -445.3% | -63.2% |
| 5Y | -36.0% | +529.2% | -565.3% | -60.0% |
| All | -36.0% | +538.6% | -574.6% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling