+62.5%
GEN vs UEC
+151.4%
-88.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.4% | -2.2% |
| 7D | -1.2% | -6.9% | +5.7% | -0.9% |
| 30D | +10.1% | +7.6% | +2.5% | +9.7% |
| 3M | +16.1% | -18.4% | +34.5% | +16.8% |
| 6M | +38.9% | -23.3% | +62.1% | +39.6% |
| YTD | +14.4% | -1.2% | +15.6% | +13.3% |
| 1Y | +5.9% | +2.3% | +3.6% | +3.8% |
| All | +62.5% | +151.4% | -88.9% | +47.4% |
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