+559.8%
FISV vs ASX
+3,326.1%
-2,766.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.7% | +4.0% |
| 7D | +1.4% | +12.4% | -11.0% | -0.6% |
| 30D | +38.4% | -19.8% | +58.2% | +41.7% |
| 3M | +14.9% | -10.3% | +25.2% | +14.7% |
| 6M | +21.8% | +1.2% | +20.6% | +16.5% |
| YTD | -5.0% | +123.0% | -128.1% | -22.1% |
| 1Y | -1.2% | +145.4% | -146.6% | -20.4% |
| 3Y | -47.5% | +368.6% | -416.2% | -64.3% |
| 5Y | -36.7% | +486.0% | -522.8% | -59.6% |
| 10Y | +26.9% | +941.0% | -914.2% | -30.7% |
| All | +559.8% | +3,326.1% | -2,766.3% | +114.6% |
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 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