+4,791.8%
RGEN vs UEC
+0.2%
+4,791.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.8% | +0.9% |
| 7D | -3.3% | -3.8% | +0.5% | -3.0% |
| 30D | -5.8% | -13.5% | +7.7% | -4.7% |
| 3M | +0.2% | -40.5% | +40.7% | +4.3% |
| 6M | +56.8% | -56.7% | +113.4% | +66.3% |
| YTD | +2.4% | -43.0% | +45.4% | +5.4% |
| 1Y | +11.4% | -42.5% | +54.0% | +14.3% |
| 3Y | +15.2% | +11.6% | +3.6% | +7.5% |
| 5Y | -35.1% | +21.8% | -56.8% | -42.2% |
| 10Y | +419.6% | +623.9% | -204.3% | +267.6% |
| All | +4,791.8% | +0.2% | +4,791.7% | +3,150.1% |
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