+1.2%
BBY vs EPAM
-81.7%
+82.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.8% |
| 7D | +8.1% | -0.9% | +9.0% | +8.3% |
| 30D | +8.9% | +18.4% | -9.4% | +5.6% |
| 3M | +22.0% | +19.2% | +2.8% | +17.5% |
| 6M | +37.8% | -21.0% | +58.8% | +42.3% |
| YTD | +37.3% | -43.7% | +81.0% | +49.3% |
| 1Y | +21.6% | -29.9% | +51.4% | +26.8% |
| 3Y | +41.5% | -56.5% | +98.0% | +55.1% |
| 5Y | +1.2% | -81.7% | +82.9% | +18.9% |
| All | +1.2% | -81.7% | +82.9% | +18.9% |
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