+460.8%
UAMY price history and return analytics
+66.2%
+394.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +5.4% |
| 7D | +16.2% | +1.0% | +15.2% | +14.4% |
| 30D | -20.6% | -0.2% | -20.3% | -20.2% |
| 3M | -30.3% | +4.5% | -34.9% | -33.8% |
| 6M | -43.2% | +14.1% | -57.2% | -50.4% |
| YTD | +8.4% | +14.8% | -6.4% | -5.3% |
| 1Y | +26.2% | +21.2% | +5.0% | +3.4% |
| 3Y | +1,294.9% | +76.6% | +1,218.3% | +739.5% |
| 5Y | +460.8% | +66.6% | +394.2% | +301.7% |
| All | +460.8% | +66.2% | +394.6% | +301.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling