+66.3%
GEN vs UEC
+37.5%
+28.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.1% | -10.1% | -0.4% |
| 7D | -0.3% | +1.5% | -1.8% | -0.4% |
| 30D | +28.2% | -17.1% | +45.3% | +29.1% |
| 3M | +2.6% | -32.3% | +34.9% | +4.2% |
| 6M | +32.7% | -49.7% | +82.4% | +36.0% |
| YTD | +11.3% | -34.8% | +46.0% | +12.0% |
| 1Y | +17.9% | -37.5% | +55.5% | +18.8% |
| 3Y | +66.3% | +37.1% | +29.3% | +52.4% |
| All | +66.3% | +37.5% | +28.8% | +52.4% |
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