+607.6%
TEAM vs UEC
+596.1%
+11.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.9% | +1.8% | -3.3% |
| 7D | -22.2% | -5.2% | -17.1% | -21.9% |
| 30D | -28.1% | -22.0% | -6.2% | -26.2% |
| 3M | -2.2% | -37.0% | +34.8% | +2.7% |
| 6M | +62.2% | -52.7% | +114.9% | +74.4% |
| YTD | -8.4% | -38.6% | +30.3% | -6.7% |
| 1Y | -6.6% | -44.6% | +38.0% | -4.1% |
| 3Y | -15.7% | +27.1% | -42.8% | -27.5% |
| 5Y | -65.7% | +37.9% | -103.6% | -72.4% |
| 10Y | +441.0% | +631.6% | -190.7% | +222.4% |
| All | +607.6% | +596.1% | +11.5% | +338.0% |
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