+107.9%
ASX vs UEC
-47.1%
+155.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.8% | -0.4% | +4.3% |
| 7D | -19.9% | -10.2% | -9.7% | -16.8% |
| 30D | -30.9% | -26.9% | -4.0% | -24.2% |
| 3M | -15.1% | -35.7% | +20.6% | -4.4% |
| 6M | -6.5% | -56.1% | +49.6% | +12.2% |
| YTD | +98.4% | -40.8% | +139.2% | +119.7% |
| 1Y | +107.9% | -43.4% | +151.2% | +129.9% |
| All | +107.9% | -47.1% | +155.0% | +129.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling