+46.6%
RGEN vs UEC
-57.4%
+104.0%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.9% | +2.4% | -2.9% |
| 7D | -1.2% | +4.9% | -6.1% | -1.5% |
| 30D | -5.1% | -17.5% | +12.4% | -3.9% |
| 3M | +0.5% | -40.1% | +40.6% | +3.6% |
| 6M | +46.6% | -56.1% | +102.7% | +49.9% |
| All | +46.6% | -57.4% | +104.0% | +49.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling