+53.1%
RGTI vs UEC
+300.7%
-247.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | +1.3% |
| 7D | -0.1% | -4.3% | +4.1% | +1.5% |
| 30D | -16.2% | -3.8% | -12.4% | -15.0% |
| 3M | -22.0% | +17.0% | -39.0% | -25.6% |
| 6M | -10.8% | -23.9% | +13.1% | -1.0% |
| YTD | -31.6% | -5.7% | -25.9% | -28.8% |
| 1Y | -6.4% | -12.5% | +6.2% | -0.6% |
| 3Y | +665.7% | +136.5% | +529.2% | +486.2% |
| 5Y | +55.6% | +243.3% | -187.7% | +11.3% |
| All | +53.1% | +300.7% | -247.6% | +9.6% |
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