+54.2%
RGTI vs UEC
+280.0%
-225.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.2% | +5.9% | +2.6% |
| 7D | +0.5% | -9.4% | +9.9% | +4.1% |
| 30D | -17.1% | -8.0% | -9.1% | -14.6% |
| 3M | -26.0% | -1.7% | -24.3% | -24.8% |
| 6M | -9.9% | -26.1% | +16.3% | +1.1% |
| YTD | -31.1% | -10.5% | -20.5% | -26.9% |
| 1Y | -8.5% | -13.3% | +4.8% | -2.3% |
| 3Y | +652.2% | +116.4% | +535.9% | +491.9% |
| 5Y | +56.8% | +225.5% | -168.8% | +14.2% |
| All | +54.2% | +280.0% | -225.8% | +12.5% |
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