+443.6%
TEAM vs UEC
+616.1%
-172.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.5% | -1.3% |
| 7D | -2.4% | -3.8% | +1.4% | -2.0% |
| 30D | -26.7% | -13.5% | -13.2% | -25.6% |
| 3M | -9.6% | -40.5% | +30.8% | -4.6% |
| 6M | +86.0% | -56.7% | +142.7% | +102.3% |
| YTD | -7.5% | -43.0% | +35.5% | -5.1% |
| 1Y | -1.4% | -42.5% | +41.2% | +0.6% |
| 3Y | -14.3% | +11.6% | -25.9% | -25.2% |
| 5Y | -66.3% | +21.8% | -88.1% | -72.7% |
| All | +443.6% | +616.1% | -172.5% | +248.1% |
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