+23.8%
PLD vs ASX
+390.9%
-367.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.4% | -0.7% | -1.7% | -2.3% |
| 30D | -2.4% | +2.0% | -4.4% | -2.8% |
| 3M | -3.8% | -1.3% | -2.5% | -5.1% |
| 6M | 0.0% | +71.4% | -71.4% | -12.0% |
| YTD | +9.2% | +135.3% | -126.1% | -10.3% |
| 1Y | +25.9% | +267.5% | -241.6% | -7.2% |
| All | +23.8% | +390.9% | -367.0% | -25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling