+580.4%
UAMY price history and return analytics
+357.6%
+222.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.0% | +2.6% | +20.4% | +21.5% |
| 7D | +20.9% | +0.4% | +20.5% | +21.3% |
| 30D | -5.7% | -2.6% | -3.1% | -3.6% |
| 3M | -49.3% | -3.2% | -46.1% | -47.9% |
| 6M | -67.4% | +0.9% | -68.4% | -67.0% |
| YTD | -30.9% | +11.3% | -42.2% | -32.4% |
| 1Y | -58.3% | +14.0% | -72.3% | -59.6% |
| 3Y | +984.4% | +75.8% | +908.5% | +785.6% |
| 5Y | +281.3% | +57.8% | +223.5% | +224.3% |
| 10Y | +746.3% | +219.8% | +526.5% | +475.6% |
| All | +580.4% | +357.6% | +222.8% | +278.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling