+274.5%
BBY vs EPAM
+168.6%
+105.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.7% | -3.2% |
| 7D | +10.9% | +18.8% | -7.9% | +5.5% |
| 30D | +19.6% | +44.9% | -25.3% | +8.0% |
| 3M | +27.6% | +68.6% | -41.0% | +10.6% |
| 6M | +79.4% | +65.4% | +14.0% | +54.4% |
| YTD | +61.7% | -19.9% | +81.6% | +65.5% |
| 1Y | +40.3% | -10.0% | +50.3% | +39.2% |
| 3Y | +87.9% | -30.3% | +118.1% | +91.1% |
| 5Y | +0.2% | -75.7% | +75.9% | +28.8% |
| 10Y | +274.5% | +167.2% | +107.3% | +79.5% |
| All | +274.5% | +168.6% | +105.8% | +79.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling