+52.5%
HST vs EPAM
-9.2%
+61.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.0% |
| 7D | +3.6% | -1.1% | +4.7% | +3.7% |
| 30D | +9.9% | +41.8% | -31.9% | +6.3% |
| 3M | +12.9% | +63.4% | -50.4% | +7.5% |
| 6M | +22.9% | +72.2% | -49.3% | +16.8% |
| YTD | +52.4% | -20.0% | +72.4% | +50.9% |
| 1Y | +52.5% | -9.0% | +61.6% | +39.7% |
| All | +52.5% | -9.2% | +61.8% | +39.7% |
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