+842.6%
ASX vs UEC
+765.9%
+76.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +10.1% | -1.5% | +6.9% |
| 7D | -12.3% | +1.5% | -13.7% | -12.2% |
| 30D | -26.0% | -17.1% | -8.9% | -23.3% |
| 3M | -8.1% | -32.3% | +24.2% | -2.0% |
| 6M | +1.4% | -49.7% | +51.1% | +12.7% |
| YTD | +115.6% | -34.8% | +150.3% | +127.0% |
| 1Y | +128.0% | -37.5% | +165.6% | +140.5% |
| 3Y | +371.4% | +37.1% | +334.3% | +318.8% |
| 5Y | +469.4% | +44.3% | +425.1% | +366.6% |
| 10Y | +842.6% | +737.4% | +105.3% | +413.7% |
| All | +842.6% | +765.9% | +76.7% | +413.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling