+1.0%
BBY vs EPAM
-78.1%
+79.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.6% | +8.2% | +6.9% |
| 7D | +10.5% | +9.1% | +1.5% | +8.4% |
| 30D | +22.1% | +38.5% | -16.3% | +14.7% |
| 3M | +31.0% | +61.0% | -30.0% | +19.5% |
| 6M | +83.2% | +58.0% | +25.2% | +66.5% |
| YTD | +65.1% | -23.5% | +88.5% | +69.1% |
| 1Y | +41.6% | -10.5% | +52.2% | +41.0% |
| 3Y | +95.6% | -33.8% | +129.4% | +98.9% |
| 5Y | +1.0% | -78.1% | +79.1% | +11.6% |
| All | +1.0% | -78.1% | +79.0% | +11.6% |
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