+5,536.3%
ASML vs UEC
-2.6%
+5,538.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.9% | +0.5% | -7.9% |
| 7D | -19.0% | -20.5% | +1.5% | -16.3% |
| 30D | -25.9% | -35.9% | +10.0% | -21.1% |
| 3M | -19.1% | -39.6% | +20.5% | -13.4% |
| 6M | -5.7% | -55.3% | +49.6% | +4.3% |
| YTD | +27.6% | -44.5% | +72.1% | +35.9% |
| 1Y | +30.8% | -50.4% | +81.2% | +40.9% |
| 3Y | +116.2% | +12.1% | +104.1% | +99.1% |
| 5Y | +67.7% | +41.5% | +26.2% | +41.7% |
| 10Y | +1,355.3% | +644.8% | +710.5% | +790.2% |
| All | +5,536.3% | -2.6% | +5,538.8% | +2,858.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling