-0.7%
PLD vs ASX
+431.2%
-431.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.7% | -2.3% |
| 7D | -0.8% | -19.9% | +19.1% | +2.6% |
| 30D | -0.3% | -30.9% | +30.6% | +5.5% |
| 3M | -8.0% | -15.1% | +7.1% | -6.7% |
| 6M | -9.8% | -6.5% | -3.3% | -12.7% |
| YTD | +1.8% | +98.4% | -96.7% | -18.9% |
| 1Y | +5.6% | +107.9% | -102.3% | -17.0% |
| 3Y | +33.3% | +325.3% | -292.0% | -18.8% |
| All | -0.7% | +431.2% | -431.8% | -45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling