+299.5%
IOVA vs EPAM
-32.1%
+331.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +0.9% |
| 7D | +9.7% | +2.0% | +7.8% | +9.9% |
| 30D | +102.5% | +6.5% | +96.0% | +104.1% |
| 3M | +100.7% | +19.9% | +80.8% | +97.4% |
| 6M | +106.3% | -16.9% | +123.3% | +124.2% |
| YTD | +222.0% | -42.9% | +264.9% | +297.4% |
| 1Y | +299.5% | -30.4% | +329.9% | +334.2% |
| All | +299.5% | -32.1% | +331.7% | +334.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling