+205.3%
IOVA vs EPAM
-10.0%
+215.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | -0.1% |
| 7D | -7.0% | +18.5% | -25.5% | -2.2% |
| 30D | -44.4% | +44.0% | -88.5% | -39.7% |
| 3M | +24.7% | +63.0% | -38.3% | +38.7% |
| 6M | +118.6% | +67.3% | +51.4% | +138.2% |
| YTD | +196.3% | -20.5% | +216.9% | +269.1% |
| 1Y | +205.3% | -9.6% | +214.9% | +259.8% |
| All | +205.3% | -10.0% | +215.3% | +259.8% |
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