+253.8%
INTC vs EPAM
+65.2%
+188.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.5% | +10.5% | +9.4% |
| 7D | +17.4% | -0.9% | +18.3% | +17.6% |
| 30D | +2.8% | +18.4% | -15.6% | -1.6% |
| 3M | -5.3% | +19.2% | -24.5% | -11.3% |
| 6M | +140.6% | -21.0% | +161.6% | +149.2% |
| YTD | +183.1% | -43.7% | +226.8% | +219.0% |
| 1Y | +326.8% | -29.9% | +356.6% | +348.0% |
| 3Y | +179.4% | -56.5% | +236.0% | +223.8% |
| 5Y | +111.7% | -81.7% | +193.4% | +194.0% |
| 10Y | +253.8% | +64.5% | +189.3% | +80.9% |
| All | +253.8% | +65.2% | +188.6% | +80.9% |
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