+13.5%
UAMY vs SPY
+20.8%
-7.3%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +2.4% |
| 7D | +7.2% | +0.1% | +7.1% | +6.8% |
| 30D | -18.5% | +0.1% | -18.5% | -18.2% |
| 3M | -39.9% | +2.0% | -41.9% | -42.2% |
| 6M | -46.3% | +13.0% | -59.3% | -61.1% |
| YTD | +3.6% | +13.5% | -10.0% | -25.9% |
| 1Y | +13.5% | +20.0% | -6.4% | -28.3% |
| All | +13.5% | +20.8% | -7.3% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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