+18.5%
DLTR vs EPAM
-77.4%
+95.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.9% | -1.1% | -4.6% |
| 7D | -2.0% | +13.4% | -15.4% | -3.4% |
| 30D | +12.8% | +47.1% | -34.3% | +8.3% |
| 3M | +1.1% | +71.2% | -70.0% | -4.4% |
| 6M | +35.9% | +48.9% | -13.0% | +29.5% |
| YTD | +6.6% | -22.2% | +28.9% | +7.7% |
| 1Y | +28.6% | -5.2% | +33.8% | +27.3% |
| 3Y | +14.0% | -34.9% | +49.0% | +15.1% |
| All | +18.5% | -77.4% | +95.9% | +29.9% |
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