+157.6%
HALO vs EPAM
-81.7%
+239.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.5% |
| 7D | +0.5% | -0.9% | +1.4% | +0.7% |
| 30D | +5.0% | +18.4% | -13.3% | +2.8% |
| 3M | +53.1% | +19.2% | +33.9% | +49.0% |
| 6M | +60.8% | -21.0% | +81.7% | +64.2% |
| YTD | +60.9% | -43.7% | +104.7% | +70.6% |
| 1Y | +42.8% | -29.9% | +72.7% | +46.7% |
| 3Y | +181.3% | -56.5% | +237.8% | +200.2% |
| 5Y | +157.6% | -81.7% | +239.3% | +198.7% |
| All | +157.6% | -81.7% | +239.3% | +198.7% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling