+184.1%
BR vs EPAM
+65.2%
+118.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.1% |
| 7D | -5.9% | -0.9% | -5.1% | -5.8% |
| 30D | +1.9% | +18.4% | -16.5% | -1.8% |
| 3M | +14.7% | +19.2% | -4.6% | +9.6% |
| 6M | -12.8% | -21.0% | +8.2% | -9.2% |
| YTD | -23.0% | -43.7% | +20.7% | -14.7% |
| 1Y | -31.7% | -29.9% | -1.8% | -28.0% |
| 3Y | -4.8% | -56.5% | +51.8% | +7.2% |
| 5Y | +7.8% | -81.7% | +89.5% | +40.0% |
| 10Y | +184.1% | +64.5% | +119.5% | +64.7% |
| All | +184.1% | +65.2% | +118.8% | +64.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling