+234.3%
PLD vs ASX
+856.9%
-622.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.4% | -0.7% | -1.7% | -2.2% |
| 30D | -2.4% | +2.0% | -4.4% | -3.0% |
| 3M | -3.8% | -1.3% | -2.5% | -5.6% |
| 6M | 0.0% | +71.4% | -71.4% | -15.0% |
| YTD | +9.2% | +135.3% | -126.1% | -14.6% |
| 1Y | +25.9% | +267.5% | -241.6% | -12.9% |
| 3Y | +21.3% | +388.5% | -367.2% | -24.8% |
| 5Y | +14.1% | +417.1% | -403.0% | -32.6% |
| All | +234.3% | +856.9% | -622.6% | +58.0% |
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