+411.8%
GEN vs UEC
+73.5%
+338.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.4% | -2.2% |
| 7D | -1.2% | -6.9% | +5.7% | -0.7% |
| 30D | +10.1% | +7.6% | +2.5% | +9.4% |
| 3M | +16.1% | -18.4% | +34.5% | +17.2% |
| 6M | +38.9% | -23.3% | +62.1% | +39.9% |
| YTD | +14.4% | -1.2% | +15.6% | +12.6% |
| 1Y | +5.9% | +2.3% | +3.6% | +3.0% |
| 3Y | +58.8% | +162.3% | -103.5% | +39.6% |
| 5Y | +24.7% | +287.2% | -262.6% | +1.7% |
| 10Y | +163.1% | +1,009.6% | -846.5% | +79.5% |
| All | +411.8% | +73.5% | +338.3% | +197.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling