+511.8%
UAMY price history and return analytics
+360.7%
+151.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.5% |
| 7D | +4.7% | -0.7% | +5.4% | +5.7% |
| 30D | -7.1% | -1.7% | -5.4% | -5.5% |
| 3M | -52.6% | -2.3% | -50.3% | -51.5% |
| 6M | -70.7% | +1.5% | -72.2% | -70.4% |
| YTD | -37.8% | +12.0% | -49.9% | -39.4% |
| 1Y | -61.3% | +12.9% | -74.2% | -62.3% |
| 3Y | +906.5% | +74.9% | +831.5% | +722.8% |
| 5Y | +262.8% | +59.9% | +202.9% | +206.6% |
| 10Y | +642.9% | +224.6% | +418.2% | +402.1% |
| All | +511.8% | +360.7% | +151.1% | +238.7% |
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 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