+238.6%
EQIX vs EPAM
+65.2%
+173.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.8% |
| 7D | +1.3% | -0.9% | +2.2% | +1.5% |
| 30D | +0.3% | +18.4% | -18.0% | -2.6% |
| 3M | -1.6% | +19.2% | -20.8% | -5.4% |
| 6M | +12.2% | -21.0% | +33.1% | +15.5% |
| YTD | +38.0% | -43.7% | +81.7% | +49.9% |
| 1Y | +38.9% | -29.9% | +68.8% | +44.0% |
| 3Y | +43.8% | -56.5% | +100.4% | +58.0% |
| 5Y | +30.4% | -81.7% | +112.0% | +65.1% |
| 10Y | +238.6% | +64.5% | +174.1% | +128.9% |
| All | +238.6% | +65.2% | +173.4% | +128.9% |
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 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