+454.5%
TEAM vs UEC
+623.0%
-168.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +2.5% |
| 7D | -19.7% | +0.6% | -20.3% | -20.0% |
| 30D | -26.6% | -18.1% | -8.5% | -25.0% |
| 3M | -1.1% | -36.9% | +35.8% | +3.8% |
| 6M | +74.6% | -56.1% | +130.7% | +89.6% |
| YTD | -6.0% | -38.1% | +32.1% | -4.5% |
| 1Y | -3.2% | -41.7% | +38.5% | -1.4% |
| 3Y | -13.5% | +28.2% | -41.7% | -25.9% |
| 5Y | -65.5% | +31.7% | -97.2% | -72.3% |
| 10Y | +454.5% | +685.9% | -231.3% | +253.4% |
| All | +454.5% | +623.0% | -168.5% | +253.4% |
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