+233.4%
IQV vs EPAM
+63.0%
+170.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.7% |
| 7D | -2.6% | -2.2% | -0.4% | -1.9% |
| 30D | +6.2% | +17.8% | -11.6% | +0.8% |
| 3M | +38.0% | +19.9% | +18.1% | +29.1% |
| 6M | +43.9% | -21.6% | +65.5% | +53.2% |
| YTD | +14.0% | -44.0% | +58.0% | +33.9% |
| 1Y | +35.5% | -30.5% | +66.0% | +48.6% |
| 3Y | +20.3% | -56.8% | +77.1% | +45.6% |
| 5Y | -1.6% | -81.7% | +80.1% | +43.7% |
| 10Y | +233.4% | +68.4% | +165.0% | +100.9% |
| All | +233.4% | +63.0% | +170.4% | +100.9% |
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