+303.6%
DINO vs EPAM
-81.9%
+385.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.5% |
| 7D | +5.7% | +2.0% | +3.8% | +5.5% |
| 30D | +27.8% | +6.5% | +21.3% | +26.9% |
| 3M | +45.6% | +19.9% | +25.7% | +42.8% |
| 6M | +88.5% | -16.9% | +105.4% | +90.3% |
| YTD | +134.1% | -42.9% | +177.0% | +143.3% |
| 1Y | +111.1% | -30.4% | +141.5% | +115.0% |
| 3Y | +109.1% | -54.7% | +163.8% | +116.2% |
| All | +303.6% | -81.9% | +385.5% | +305.0% |
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