+325.3%
ASX vs UEC
+19.3%
+306.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.8% | -0.4% | +4.8% |
| 7D | -19.9% | -10.2% | -9.7% | -17.5% |
| 30D | -30.9% | -26.9% | -4.0% | -25.4% |
| 3M | -15.1% | -35.7% | +20.6% | -6.4% |
| 6M | -6.5% | -56.1% | +49.6% | +10.2% |
| YTD | +98.4% | -40.8% | +139.2% | +116.6% |
| 1Y | +107.9% | -43.4% | +151.2% | +127.2% |
| 3Y | +325.3% | +25.4% | +299.9% | +275.5% |
| All | +325.3% | +19.3% | +306.0% | +275.5% |
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