+256.8%
PLD vs ASX
+849.3%
-592.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.6% | -5.8% | +1.1% |
| 7D | +0.7% | -12.3% | +13.0% | +2.8% |
| 30D | +0.8% | -26.0% | +26.8% | +6.0% |
| 3M | -6.1% | -8.1% | +2.0% | -6.1% |
| 6M | -8.0% | +1.4% | -9.4% | -12.3% |
| YTD | +4.7% | +115.6% | -110.9% | -17.7% |
| 1Y | +7.2% | +128.0% | -120.8% | -17.1% |
| 3Y | +39.2% | +371.4% | -332.2% | -14.1% |
| 5Y | +1.9% | +469.4% | -467.5% | -41.7% |
| 10Y | +256.8% | +842.6% | -585.9% | +66.5% |
| All | +256.8% | +849.3% | -592.5% | +66.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling