+403.8%
RGEN vs UEC
+631.2%
-227.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.9% | +2.4% | -2.9% |
| 7D | -1.2% | +4.9% | -6.1% | -1.7% |
| 30D | -5.1% | -17.5% | +12.4% | -3.3% |
| 3M | +0.5% | -40.1% | +40.6% | +5.5% |
| 6M | +46.6% | -56.1% | +102.7% | +57.5% |
| YTD | +1.6% | -41.8% | +43.4% | +5.0% |
| 1Y | +5.4% | -44.8% | +50.2% | +9.1% |
| 3Y | +12.8% | +20.6% | -7.7% | +1.6% |
| 5Y | -35.6% | +24.3% | -59.9% | -45.4% |
| All | +403.8% | +631.2% | -227.3% | +255.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling