+368.6%
ASX vs UEC
+18.1%
+350.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | 0.0% | -1.5% |
| 7D | +12.4% | -3.8% | +16.2% | +13.4% |
| 30D | -19.8% | -13.5% | -6.3% | -16.5% |
| 3M | -10.3% | -40.5% | +30.2% | +0.7% |
| 6M | +1.2% | -56.7% | +57.9% | +19.9% |
| YTD | +123.0% | -43.0% | +166.0% | +145.7% |
| 1Y | +145.4% | -42.5% | +188.0% | +168.1% |
| 3Y | +368.6% | +11.6% | +357.1% | +313.4% |
| All | +368.6% | +18.1% | +350.5% | +313.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling