+15.7%
GEHC vs EPAM
-15.2%
+30.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.5% |
| 7D | +13.2% | +0.8% | +12.3% | +13.0% |
| 30D | +30.6% | +24.9% | +5.7% | +25.8% |
| 3M | +22.2% | +22.6% | -0.4% | +17.5% |
| 6M | +40.8% | +24.2% | +16.6% | +33.7% |
| YTD | +4.8% | -33.0% | +37.8% | +9.6% |
| 1Y | +15.7% | -13.3% | +29.0% | +21.7% |
| All | +15.7% | -15.2% | +30.9% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling