+308.1%
HUBS vs EPAM
+74.2%
+233.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | -0.8% |
| 7D | -9.0% | +0.7% | -9.7% | -9.4% |
| 30D | +7.2% | +17.6% | -10.3% | -1.5% |
| 3M | +20.9% | +27.1% | -6.2% | +7.3% |
| 6M | -13.0% | -17.0% | +3.9% | -2.8% |
| YTD | -43.8% | -42.4% | -1.4% | -25.0% |
| 1Y | -54.6% | -25.3% | -29.3% | -47.4% |
| 3Y | -58.5% | -55.7% | -2.7% | -41.4% |
| 5Y | -66.4% | -81.2% | +14.8% | -32.1% |
| All | +308.1% | +74.2% | +233.9% | +78.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling