+231.7%
PLD vs ASX
+754.3%
-522.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.7% | -2.5% |
| 7D | -0.8% | -19.9% | +19.1% | +3.2% |
| 30D | -0.3% | -30.9% | +30.6% | +6.4% |
| 3M | -8.0% | -15.1% | +7.1% | -6.5% |
| 6M | -9.8% | -6.5% | -3.3% | -12.6% |
| YTD | +1.8% | +98.4% | -96.7% | -18.7% |
| 1Y | +5.6% | +107.9% | -102.3% | -16.7% |
| 3Y | +33.3% | +325.3% | -292.0% | -16.0% |
| 5Y | +0.3% | +447.3% | -447.0% | -42.4% |
| All | +231.7% | +754.3% | -522.6% | +56.5% |
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