+182.8%
HIMS vs EPAM
-36.6%
+219.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | +0.2% |
| 7D | -3.9% | +2.0% | -5.9% | -4.4% |
| 30D | -12.4% | +6.5% | -19.0% | -13.9% |
| 3M | -1.1% | +19.9% | -21.0% | -6.7% |
| 6M | +68.4% | -16.9% | +85.4% | +73.9% |
| YTD | -14.7% | -42.9% | +28.2% | -4.1% |
| 1Y | -42.4% | -30.4% | -12.0% | -38.9% |
| 3Y | +304.5% | -54.7% | +359.3% | +366.4% |
| 5Y | +237.5% | -81.8% | +319.3% | +341.8% |
| All | +182.8% | -36.6% | +219.3% | +234.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling