+58.5%
HAS vs EPAM
-9.2%
+67.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.1% |
| 7D | +1.6% | -1.1% | +2.8% | +1.7% |
| 30D | +26.6% | +41.8% | -15.2% | +24.1% |
| 3M | +29.0% | +63.4% | -34.4% | +25.8% |
| 6M | +30.6% | +72.2% | -41.6% | +26.8% |
| YTD | +51.5% | -20.0% | +71.6% | +55.2% |
| 1Y | +58.5% | -9.0% | +67.5% | +57.8% |
| All | +58.5% | -9.2% | +67.7% | +57.8% |
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