+83.2%
INDA vs EPAM
+66.7%
+16.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.3% | +0.4% |
| 7D | +0.7% | +2.0% | -1.2% | +0.4% |
| 30D | -0.8% | +6.5% | -7.3% | -2.2% |
| 3M | +3.9% | +19.9% | -16.0% | 0.0% |
| 6M | -0.7% | -16.9% | +16.2% | +1.3% |
| YTD | -7.7% | -42.9% | +35.2% | -0.1% |
| 1Y | -5.1% | -30.4% | +25.3% | -1.4% |
| 3Y | +13.6% | -54.7% | +68.4% | +23.6% |
| 5Y | +7.8% | -81.8% | +89.6% | +34.7% |
| All | +83.2% | +66.7% | +16.5% | +22.8% |
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 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