+128.1%
DAL vs EPAM
+163.7%
-35.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.6% | +6.8% | +5.7% |
| 7D | +10.0% | +9.1% | +1.0% | +6.6% |
| 30D | +12.0% | +38.5% | -26.5% | +1.7% |
| 3M | +0.8% | +61.0% | -60.2% | -12.6% |
| 6M | +26.2% | +58.0% | -31.9% | +8.2% |
| YTD | +33.7% | -23.5% | +57.1% | +38.6% |
| 1Y | +57.6% | -10.5% | +68.1% | +56.2% |
| 3Y | +183.5% | -33.8% | +217.3% | +192.5% |
| 5Y | +114.2% | -78.1% | +192.3% | +175.8% |
| 10Y | +128.1% | +157.7% | -29.6% | +18.5% |
| All | +128.1% | +163.7% | -35.6% | +18.5% |
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