+21.8%
FISV vs ASX
+2.6%
+19.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.7% | +3.4% |
| 7D | +1.4% | +12.4% | -11.0% | +3.5% |
| 30D | +38.4% | -19.8% | +58.2% | +34.4% |
| 3M | +14.9% | -10.3% | +25.2% | +14.4% |
| 6M | +21.8% | +1.2% | +20.6% | +24.7% |
| All | +21.8% | +2.6% | +19.2% | +24.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling