+570.0%
AVGO vs EPAM
-75.7%
+645.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.3% | -4.7% |
| 7D | +18.2% | +2.4% | +15.7% | +17.8% |
| 30D | +0.2% | +42.3% | -42.1% | -5.6% |
| 3M | -16.8% | +60.7% | -77.5% | -23.5% |
| 6M | -16.5% | +80.5% | -97.0% | -25.8% |
| YTD | +0.8% | -20.4% | +21.2% | +4.0% |
| 1Y | +2.8% | -9.6% | +12.4% | +3.3% |
| 3Y | +278.5% | -30.5% | +309.0% | +287.7% |
| All | +570.0% | -75.7% | +645.8% | +687.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling