-99.3%
FCUV vs EPAM
+163.7%
-263.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | -0.1% | -1.3% |
| 7D | -15.4% | +9.1% | -24.5% | -17.9% |
| 30D | -32.9% | +38.5% | -71.3% | -38.7% |
| 3M | -46.2% | +61.0% | -107.1% | -52.3% |
| 6M | -30.0% | +58.0% | -88.0% | -37.9% |
| YTD | -91.4% | -23.5% | -67.9% | -91.2% |
| 1Y | -98.1% | -10.5% | -87.5% | -98.1% |
| 3Y | -99.6% | -33.8% | -65.8% | -99.6% |
| 5Y | -99.9% | -78.1% | -21.7% | -99.9% |
| 10Y | -99.3% | +157.7% | -257.0% | -97.4% |
| All | -99.3% | +163.7% | -263.0% | -97.4% |
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 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