+20.6%
GEN vs UEC
+278.7%
-258.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.0% | -5.8% | -2.9% |
| 7D | -0.7% | +2.6% | -3.3% | -0.9% |
| 30D | +2.6% | +5.6% | -3.0% | +2.1% |
| 3M | +15.8% | -5.7% | +21.5% | +15.8% |
| 6M | +33.1% | -8.0% | +41.2% | +32.5% |
| YTD | +11.3% | +1.8% | +9.5% | +9.3% |
| 1Y | +1.7% | +0.6% | +1.1% | -1.0% |
| 3Y | +58.1% | +155.2% | -97.0% | +36.6% |
| 5Y | +20.6% | +305.8% | -285.2% | -4.3% |
| All | +20.6% | +278.7% | -258.0% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling