+4,786.3%
RGEN vs UEC
+73.5%
+4,712.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.4% | -1.2% |
| 7D | -4.9% | -6.9% | +2.0% | -4.3% |
| 30D | +5.7% | +7.6% | -2.0% | +4.9% |
| 3M | +32.4% | -18.4% | +50.8% | +33.9% |
| 6M | +33.2% | -23.3% | +56.5% | +34.4% |
| YTD | +2.3% | -1.2% | +3.5% | +0.8% |
| 1Y | +39.0% | +2.3% | +36.7% | +35.2% |
| 3Y | -4.6% | +162.3% | -166.9% | -17.1% |
| 5Y | -42.7% | +287.2% | -329.9% | -53.5% |
| 10Y | +433.6% | +1,009.6% | -576.0% | +263.9% |
| All | +4,786.3% | +73.5% | +4,712.8% | +3,008.2% |
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