+713.2%
UAMY price history and return analytics
+221.8%
+491.4%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.5% |
| 7D | +9.6% | +2.4% | +7.2% | +7.4% |
| 30D | +10.8% | -1.5% | +12.3% | +13.8% |
| 3M | -42.1% | -4.1% | -38.0% | -38.5% |
| 6M | -69.0% | +0.6% | -69.6% | -68.1% |
| YTD | -38.4% | +11.0% | -49.5% | -40.9% |
| 1Y | -57.0% | +13.3% | -70.4% | -59.2% |
| 3Y | +930.0% | +73.4% | +856.6% | +633.3% |
| 5Y | +255.2% | +57.4% | +197.7% | +168.7% |
| All | +713.2% | +221.8% | +491.4% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling