+402.8%
RGEN vs UEC
+939.6%
-536.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +0.3% |
| 7D | -2.9% | -4.3% | +1.4% | -2.5% |
| 30D | -0.1% | -3.8% | +3.8% | +0.2% |
| 3M | +25.9% | +17.0% | +9.0% | +23.3% |
| 6M | +35.2% | -23.9% | +59.1% | +37.0% |
| YTD | +0.5% | -5.7% | +6.2% | -0.9% |
| 1Y | +37.0% | -12.5% | +49.5% | +34.4% |
| 3Y | +2.0% | +136.5% | -134.5% | -14.4% |
| 5Y | -44.2% | +243.3% | -287.5% | -57.1% |
| All | +402.8% | +939.6% | -536.8% | +226.4% |
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 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