+239.8%
BBY vs EPAM
+63.0%
+176.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -0.9% | -1.3% |
| 7D | +1.2% | -2.2% | +3.3% | +1.7% |
| 30D | +6.8% | +17.8% | -11.0% | +2.3% |
| 3M | +18.7% | +19.9% | -1.2% | +12.2% |
| 6M | +37.3% | -21.6% | +58.9% | +44.0% |
| YTD | +35.3% | -44.0% | +79.3% | +53.0% |
| 1Y | +20.7% | -30.5% | +51.2% | +28.5% |
| 3Y | +39.4% | -56.8% | +96.2% | +61.3% |
| 5Y | -1.5% | -81.7% | +80.2% | +34.5% |
| 10Y | +239.8% | +68.4% | +171.4% | +91.2% |
| All | +239.8% | +63.0% | +176.8% | +91.2% |
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 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