-55.8%
FISV vs ASX
+440.6%
-496.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.8% | +0.8% |
| 7D | -7.2% | +6.5% | -13.7% | -7.7% |
| 30D | -7.2% | +3.1% | -10.3% | -7.5% |
| 3M | -8.2% | +17.4% | -25.5% | -10.3% |
| 6M | -17.7% | +85.4% | -103.1% | -25.0% |
| YTD | -27.2% | +150.1% | -177.2% | -36.4% |
| 1Y | -63.0% | +256.3% | -319.3% | -70.0% |
| 3Y | -59.8% | +446.9% | -506.6% | -72.0% |
| 5Y | -55.8% | +447.1% | -502.9% | -71.4% |
| All | -55.8% | +440.6% | -496.4% | -71.4% |
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