+12.7%
UAMY price history and return analytics
+19.8%
-7.0%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -0.1% |
| 7D | +0.4% | -0.1% | +0.5% | +0.6% |
| 30D | -20.4% | -0.7% | -19.7% | -18.3% |
| 3M | -27.1% | +4.0% | -31.1% | -34.8% |
| 6M | -44.7% | +12.3% | -57.0% | -59.3% |
| YTD | +5.8% | +14.0% | -8.2% | -23.5% |
| All | +12.7% | +19.8% | -7.0% | -28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling