+82.7%
ASML vs UEC
+21.1%
+61.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.3% |
| 7D | +4.9% | -3.8% | +8.7% | +5.8% |
| 30D | -9.3% | -13.5% | +4.2% | -6.3% |
| 3M | -19.0% | -40.5% | +21.5% | -10.0% |
| 6M | -5.2% | -56.7% | +51.5% | +11.2% |
| YTD | +40.6% | -43.0% | +83.6% | +53.1% |
| 1Y | +47.5% | -42.5% | +90.0% | +59.4% |
| 3Y | +133.9% | +11.6% | +122.3% | +99.9% |
| All | +82.7% | +21.1% | +61.6% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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