+502.9%
TEAM vs UEC
+908.7%
-405.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.0% |
| 7D | -4.7% | -0.2% | -4.5% | -4.7% |
| 30D | +17.0% | +1.9% | +15.1% | +16.4% |
| 3M | +85.9% | +8.9% | +77.0% | +82.5% |
| 6M | +116.7% | -14.5% | +131.1% | +115.9% |
| YTD | +9.6% | -0.7% | +10.3% | +5.7% |
| 1Y | -2.5% | -4.1% | +1.5% | -7.0% |
| 3Y | -14.0% | +148.9% | -162.9% | -32.0% |
| 5Y | -53.1% | +300.0% | -353.1% | -66.1% |
| 10Y | +502.9% | +994.3% | -491.4% | +276.5% |
| All | +502.9% | +908.7% | -405.8% | +276.5% |
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