+65.1%
EVRG vs EPAM
-75.7%
+140.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | +1.4% | +2.4% | -1.0% | +1.4% |
| 30D | +7.4% | +42.3% | -34.9% | +6.4% |
| 3M | +7.2% | +60.7% | -53.4% | +5.9% |
| 6M | +9.5% | +80.5% | -71.0% | +7.6% |
| YTD | +25.6% | -20.4% | +45.9% | +26.0% |
| 1Y | +20.4% | -9.6% | +29.9% | +20.3% |
| 3Y | +108.8% | -30.5% | +139.3% | +109.4% |
| All | +65.1% | -75.7% | +140.9% | +69.4% |
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