+1,377.5%
PLD vs ASX
+3,515.0%
-2,137.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.1% |
| 3M | -3.8% | -1.3% | -2.5% | -5.6% |
| 6M | 0.0% | +71.4% | -71.4% | -14.7% |
| YTD | +9.2% | +135.3% | -126.1% | -14.1% |
| 1Y | +25.9% | +267.5% | -241.6% | -11.8% |
| 3Y | +21.3% | +388.5% | -367.2% | -22.8% |
| 5Y | +14.1% | +417.1% | -403.0% | -30.2% |
| 10Y | +237.9% | +872.7% | -634.9% | +66.8% |
| All | +1,377.5% | +3,515.0% | -2,137.5% | +360.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling