+1,007.5%
ASX vs UEC
+623.0%
+384.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.8% | +5.8% | +6.5% |
| 7D | +0.8% | +0.6% | +0.3% | +1.1% |
| 30D | -20.4% | -18.1% | -2.3% | -17.4% |
| 3M | -2.1% | -36.9% | +34.8% | +5.5% |
| 6M | +8.2% | -56.1% | +64.3% | +22.9% |
| YTD | +137.3% | -38.1% | +175.4% | +152.0% |
| 1Y | +155.0% | -41.7% | +196.7% | +172.0% |
| 3Y | +397.9% | +28.2% | +369.7% | +347.1% |
| 5Y | +529.2% | +31.7% | +497.5% | +422.8% |
| 10Y | +1,007.5% | +685.9% | +321.6% | +522.9% |
| All | +1,007.5% | +623.0% | +384.5% | +522.9% |
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