+802.8%
TEAM vs UEC
+1,020.4%
-217.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -0.4% | -6.9% | +6.5% | +0.5% |
| 30D | +67.3% | +7.6% | +59.6% | +65.5% |
| 3M | +86.8% | -18.4% | +105.2% | +89.8% |
| 6M | +146.8% | -23.3% | +170.1% | +149.1% |
| YTD | +16.9% | -1.2% | +18.1% | +12.9% |
| 1Y | +12.8% | +2.3% | +10.5% | +6.6% |
| 3Y | -7.3% | +162.3% | -169.5% | -27.2% |
| 5Y | -50.7% | +287.2% | -338.0% | -64.4% |
| 10Y | +529.8% | +1,009.6% | -479.8% | +258.7% |
| All | +802.8% | +1,020.4% | -217.6% | +430.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling