+113.8%
EVRG vs EPAM
+65.2%
+48.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.0% |
| 7D | +0.9% | -0.9% | +1.8% | +1.0% |
| 30D | -0.5% | +18.4% | -18.9% | -2.1% |
| 3M | +1.5% | +19.2% | -17.7% | -0.5% |
| 6M | +1.2% | -21.0% | +22.1% | +2.7% |
| YTD | +16.3% | -43.7% | +60.0% | +21.4% |
| 1Y | +20.3% | -29.9% | +50.1% | +22.5% |
| 3Y | +72.3% | -56.5% | +128.9% | +81.2% |
| 5Y | +46.7% | -81.7% | +128.4% | +68.2% |
| 10Y | +113.8% | +64.5% | +49.3% | +63.3% |
| All | +113.8% | +65.2% | +48.6% | +63.3% |
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