+448.3%
FISV vs ASX
+3,515.0%
-3,066.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -0.3% | -0.7% | +0.4% | -0.2% |
| 30D | -2.1% | +2.0% | -4.0% | -2.5% |
| 3M | -5.7% | -1.3% | -4.4% | -7.2% |
| 6M | -15.3% | +71.4% | -86.8% | -25.3% |
| YTD | -21.1% | +135.3% | -156.4% | -34.6% |
| 1Y | -61.1% | +267.5% | -328.6% | -71.0% |
| 3Y | -56.8% | +388.5% | -445.3% | -70.3% |
| 5Y | -54.2% | +417.1% | -471.3% | -69.5% |
| 10Y | +1.6% | +872.7% | -871.2% | -42.8% |
| All | +448.3% | +3,515.0% | -3,066.7% | +80.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling