+858.4%
ASX vs UEC
+903.5%
-45.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | +0.2% |
| 7D | -0.7% | -6.9% | +6.2% | +0.4% |
| 30D | +2.0% | +7.6% | -5.7% | +0.4% |
| 3M | -1.3% | -18.4% | +17.1% | +1.3% |
| 6M | +71.4% | -23.3% | +94.7% | +76.0% |
| YTD | +135.3% | -1.2% | +136.5% | +130.8% |
| 1Y | +267.5% | +2.3% | +265.2% | +253.7% |
| 3Y | +388.5% | +162.3% | +226.2% | +288.8% |
| 5Y | +417.1% | +287.2% | +129.8% | +262.5% |
| All | +858.4% | +903.5% | -45.0% | +404.6% |
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