-53.8%
TEAM vs UEC
+278.7%
-332.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.0% | -10.0% | -7.4% |
| 7D | -5.7% | +2.6% | -8.3% | -6.1% |
| 30D | +18.3% | +5.6% | +12.8% | +16.7% |
| 3M | +80.2% | -5.7% | +85.9% | +79.8% |
| 6M | +111.0% | -8.0% | +119.0% | +106.9% |
| YTD | +8.8% | +1.8% | +7.0% | +2.4% |
| 1Y | +2.2% | +0.6% | +1.6% | -6.2% |
| 3Y | -14.6% | +155.2% | -169.8% | -43.3% |
| 5Y | -53.8% | +305.8% | -359.6% | -72.9% |
| All | -53.8% | +278.7% | -332.4% | -72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling