+274.7%
BBY vs EPAM
+157.4%
+117.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.1% | +0.7% |
| 7D | +4.5% | +2.4% | +2.0% | +3.8% |
| 30D | +16.8% | +42.3% | -25.5% | +5.9% |
| 3M | +23.2% | +60.7% | -37.4% | +8.0% |
| 6M | +91.9% | +80.5% | +11.4% | +61.3% |
| YTD | +61.6% | -20.4% | +82.0% | +65.7% |
| 1Y | +43.9% | -9.6% | +53.5% | +42.5% |
| 3Y | +88.6% | -30.5% | +119.1% | +92.0% |
| 5Y | -3.1% | -75.7% | +72.6% | +24.7% |
| All | +274.7% | +157.4% | +117.4% | +69.7% |
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