+378.0%
IOVA vs EPAM
-15.2%
+393.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.6% |
| 7D | -41.3% | +0.8% | -42.1% | -41.2% |
| 30D | -38.5% | +24.9% | -63.4% | -36.9% |
| 3M | +99.5% | +22.6% | +77.0% | +107.0% |
| 6M | +126.0% | +24.2% | +101.8% | +135.7% |
| YTD | +218.7% | -33.0% | +251.6% | +296.7% |
| 1Y | +378.0% | -13.3% | +391.3% | +299.2% |
| All | +378.0% | -15.2% | +393.2% | +299.2% |
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