+57.7%
HAS vs EPAM
-8.3%
+66.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +1.4% | +2.4% | -1.0% | +1.3% |
| 30D | +26.3% | +42.3% | -16.0% | +23.8% |
| 3M | +25.6% | +60.7% | -35.1% | +22.5% |
| 6M | +30.3% | +80.5% | -50.2% | +26.1% |
| YTD | +50.4% | -20.4% | +70.7% | +54.1% |
| 1Y | +57.7% | -9.6% | +67.3% | +53.8% |
| All | +57.7% | -8.3% | +66.0% | +53.8% |
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