+1,294.9%
UAMY vs SPY
+78.7%
+1,216.2%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.2% | +5.7% |
| 7D | +16.2% | +0.5% | +15.7% | +14.9% |
| 30D | -20.6% | -0.9% | -19.6% | -19.0% |
| 3M | -30.3% | +3.9% | -34.2% | -34.1% |
| 6M | -43.2% | +14.5% | -57.7% | -53.1% |
| YTD | +8.4% | +12.9% | -4.6% | -8.3% |
| 1Y | +26.2% | +19.4% | +6.9% | -2.0% |
| 3Y | +1,294.9% | +78.5% | +1,216.4% | +712.3% |
| All | +1,294.9% | +78.7% | +1,216.2% | +712.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling