-98.5%
FCUV vs EPAM
+65.2%
-163.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -1.5% | -63.8% | -64.9% |
| 7D | -47.9% | -0.9% | -47.0% | -47.3% |
| 30D | +13.7% | +18.4% | -4.7% | +10.1% |
| 3M | +97.0% | +19.2% | +77.8% | +90.2% |
| 6M | -66.1% | -21.0% | -45.2% | -64.7% |
| YTD | -81.8% | -43.7% | -38.0% | -79.8% |
| 1Y | -93.3% | -29.9% | -63.4% | -92.9% |
| 3Y | -99.2% | -56.5% | -42.7% | -99.1% |
| 5Y | -99.9% | -81.7% | -18.2% | -99.8% |
| 10Y | -98.5% | +64.5% | -163.0% | -95.1% |
| All | -98.5% | +65.2% | -163.7% | -95.1% |
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