+78.9%
INFY vs EPAM
+74.2%
+4.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.0% | -1.5% | +0.6% |
| 7D | -5.4% | +0.7% | -6.1% | -5.6% |
| 30D | -9.9% | +17.6% | -27.4% | -13.9% |
| 3M | -4.6% | +27.1% | -31.7% | -11.2% |
| 6M | -18.5% | -17.0% | -1.5% | -15.0% |
| YTD | -36.5% | -42.4% | +5.9% | -27.5% |
| 1Y | -32.8% | -25.3% | -7.4% | -28.3% |
| 3Y | -32.2% | -55.7% | +23.5% | -20.6% |
| 5Y | -44.7% | -81.2% | +36.5% | -24.2% |
| All | +78.9% | +74.2% | +4.6% | +25.2% |
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