+4,754.8%
RGEN vs UEC
+2.3%
+4,752.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.9% | +2.4% | -3.0% |
| 7D | -1.2% | +4.9% | -6.1% | -1.6% |
| 30D | -5.1% | -17.5% | +12.4% | -3.6% |
| 3M | +0.5% | -40.1% | +40.6% | +4.5% |
| 6M | +46.6% | -56.1% | +102.7% | +55.3% |
| YTD | +1.6% | -41.8% | +43.4% | +4.4% |
| 1Y | +5.4% | -44.8% | +50.2% | +8.5% |
| 3Y | +12.8% | +20.6% | -7.7% | +4.6% |
| 5Y | -35.6% | +24.3% | -59.9% | -42.7% |
| 10Y | +415.7% | +639.1% | -223.4% | +264.2% |
| All | +4,754.8% | +2.3% | +4,752.6% | +3,119.9% |
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 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