+102.7%
INDA vs EPAM
+163.7%
-61.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.3% |
| 7D | +6.1% | +9.1% | -2.9% | +4.2% |
| 30D | +11.7% | +38.5% | -26.8% | +5.4% |
| 3M | +2.1% | +61.0% | -58.9% | -6.3% |
| 6M | +3.2% | +58.0% | -54.9% | -5.9% |
| YTD | -4.9% | -23.5% | +18.6% | -2.6% |
| 1Y | -4.4% | -10.5% | +6.2% | -4.8% |
| 3Y | +17.6% | -33.8% | +51.4% | +19.2% |
| 5Y | +9.9% | -78.1% | +88.0% | +36.0% |
| 10Y | +102.7% | +157.7% | -55.0% | +30.6% |
| All | +102.7% | +163.7% | -61.0% | +30.6% |
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