+151.2%
ADI vs EPAM
-30.2%
+181.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.1% |
| 7D | +0.7% | +18.5% | -17.8% | -0.9% |
| 30D | +0.7% | +44.0% | -43.3% | -3.4% |
| 3M | +6.5% | +63.0% | -56.5% | +0.2% |
| 6M | -2.7% | +67.3% | -69.9% | -9.7% |
| YTD | +52.2% | -20.5% | +72.7% | +67.6% |
| 1Y | +77.5% | -9.6% | +87.1% | +88.1% |
| All | +151.2% | -30.2% | +181.4% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 3y: compounded portfolio wealth divided by compounded EPAM 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…
3y analysis · Full analysis span regression · 6 months rolling