+24.8%
DLTR vs EPAM
-32.1%
+56.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.1% | -5.5% |
| 7D | -5.8% | -0.9% | -4.9% | -5.8% |
| 30D | -5.2% | +18.4% | -23.6% | -6.7% |
| 3M | +15.2% | +19.2% | -4.0% | +12.7% |
| 6M | +7.1% | -21.0% | +28.1% | +8.0% |
| YTD | +0.8% | -43.7% | +44.6% | +3.6% |
| 1Y | +24.8% | -29.9% | +54.7% | +19.6% |
| All | +24.8% | -32.1% | +56.9% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling