+958.3%
BNY vs EPAM
+751.2%
+207.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.7% |
| 7D | +1.4% | +2.0% | -0.5% | +1.1% |
| 30D | +3.8% | +6.5% | -2.7% | +2.2% |
| 3M | +14.9% | +19.9% | -5.0% | +10.0% |
| 6M | +40.3% | -16.9% | +57.3% | +43.3% |
| YTD | +43.9% | -42.9% | +86.8% | +56.6% |
| 1Y | +59.0% | -30.4% | +89.4% | +66.2% |
| 3Y | +290.7% | -54.7% | +345.5% | +328.9% |
| 5Y | +250.4% | -81.8% | +332.2% | +325.2% |
| 10Y | +411.2% | +65.5% | +345.7% | +269.2% |
| All | +958.3% | +751.2% | +207.1% | +482.1% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling