+257.2%
PLD vs ASX
+962.9%
-705.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.5% |
| 7D | +1.3% | +12.4% | -11.0% | -1.1% |
| 30D | -1.4% | -19.8% | +18.4% | +2.0% |
| 3M | -8.2% | -10.3% | +2.2% | -7.7% |
| 6M | -8.0% | +1.2% | -9.2% | -12.2% |
| YTD | +3.2% | +123.0% | -119.9% | -19.6% |
| 1Y | +7.0% | +145.4% | -138.4% | -18.7% |
| 3Y | +38.3% | +368.6% | -330.3% | -14.6% |
| 5Y | +0.2% | +486.0% | -485.8% | -43.2% |
| All | +257.2% | +962.9% | -705.7% | +61.3% |
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