+16.0%
INDA vs EPAM
-33.7%
+49.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.9% | +5.6% | +1.9% |
| 7D | +6.6% | +13.4% | -6.7% | +5.8% |
| 30D | +10.4% | +47.1% | -36.7% | +7.9% |
| 3M | +1.5% | +71.2% | -69.6% | -1.7% |
| 6M | +1.7% | +48.9% | -47.2% | -0.9% |
| YTD | -5.8% | -22.2% | +16.4% | -4.7% |
| 1Y | -5.1% | -5.2% | +0.1% | -5.2% |
| 3Y | +16.0% | -34.9% | +50.9% | +18.0% |
| All | +16.0% | -33.7% | +49.7% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling