+1,293.9%
PLD vs ASX
+2,764.3%
-1,470.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -20.8% | +18.6% | +2.6% |
| 7D | +0.4% | -33.3% | +33.7% | +9.2% |
| 30D | -0.1% | -36.5% | +36.4% | +9.4% |
| 3M | -7.9% | -19.2% | +11.2% | -5.1% |
| 6M | -7.0% | -10.2% | +3.3% | -8.7% |
| YTD | +3.1% | +86.5% | -83.4% | -15.9% |
| 1Y | +7.1% | +89.6% | -82.6% | -13.1% |
| 3Y | +32.9% | +298.6% | -265.7% | -12.8% |
| 5Y | +1.5% | +414.3% | -412.7% | -38.8% |
| 10Y | +245.9% | +711.1% | -465.2% | +75.1% |
| All | +1,293.9% | +2,764.3% | -1,470.3% | +351.2% |
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