+3.0%
TEAM vs UEC
-8.9%
+11.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +6.0% | +0.9% |
| 7D | -7.8% | -4.3% | -3.5% | -7.9% |
| 30D | +16.5% | -3.8% | +20.4% | +16.5% |
| 3M | +96.2% | +17.0% | +79.2% | +98.4% |
| 6M | +130.2% | -23.9% | +154.1% | +129.2% |
| YTD | +10.7% | -5.7% | +16.4% | +11.7% |
| 1Y | +3.0% | -12.5% | +15.6% | -0.3% |
| All | +3.0% | -8.9% | +11.9% | -0.3% |
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