-99.6%
FCUV vs EPAM
-81.9%
-17.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -2.4% | -11.3% | -12.8% |
| 7D | +62.8% | +2.0% | +60.9% | +62.1% |
| 30D | +66.5% | +6.5% | +60.0% | +62.6% |
| 3M | +459.9% | +19.9% | +440.0% | +420.9% |
| 6M | -12.4% | -16.9% | +4.6% | -8.8% |
| YTD | -47.5% | -42.9% | -4.7% | -38.9% |
| 1Y | -80.5% | -30.4% | -50.1% | -78.8% |
| 3Y | -97.6% | -54.7% | -42.9% | -97.2% |
| All | -99.6% | -81.9% | -17.7% | -99.5% |
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