+107.5%
INDA vs EPAM
+168.6%
-61.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.7% | -4.1% | -0.1% |
| 7D | +6.2% | +18.8% | -12.6% | +2.9% |
| 30D | +12.4% | +44.9% | -32.6% | +5.2% |
| 3M | +3.2% | +68.6% | -65.4% | -6.0% |
| 6M | +3.8% | +65.4% | -61.6% | -6.1% |
| YTD | -4.3% | -19.9% | +15.6% | -2.7% |
| 1Y | -4.5% | -10.0% | +5.5% | -5.0% |
| 3Y | +17.1% | -30.3% | +47.4% | +17.7% |
| 5Y | +11.0% | -75.7% | +86.7% | +33.5% |
| 10Y | +107.5% | +167.2% | -59.7% | +31.7% |
| All | +107.5% | +168.6% | -61.1% | +31.7% |
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 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