+15.1%
TEAM vs UEC
-46.3%
+61.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.7% |
| 7D | -13.7% | -13.8% | +0.1% | -13.9% |
| 30D | -3.4% | -23.1% | +19.7% | -3.9% |
| 3M | +72.1% | -31.5% | +103.7% | +71.0% |
| 6M | +103.8% | -51.5% | +155.3% | +100.6% |
| YTD | +17.1% | -38.4% | +55.6% | +16.2% |
| 1Y | +15.1% | -44.7% | +59.8% | +14.5% |
| All | +15.1% | -46.3% | +61.4% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling