+1.3%
PLD vs ASX
+497.4%
-496.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.6% | -0.9% |
| 7D | +0.8% | -9.1% | +9.9% | +2.0% |
| 30D | +0.5% | -23.6% | +24.1% | +4.4% |
| 3M | -5.5% | -5.6% | +0.1% | -5.9% |
| 6M | -8.3% | +4.7% | -13.0% | -13.0% |
| YTD | +4.3% | +122.6% | -118.3% | -18.6% |
| 1Y | +7.4% | +133.0% | -125.6% | -17.3% |
| 3Y | +37.1% | +367.1% | -330.1% | -17.7% |
| 5Y | +1.3% | +504.7% | -503.4% | -46.0% |
| All | +1.3% | +497.4% | -496.1% | -46.0% |
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 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