+244.8%
IQV vs EPAM
+157.4%
+87.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -2.5% | +2.4% | -4.9% | -3.2% |
| 30D | +1.2% | +42.3% | -41.1% | -10.3% |
| 3M | +9.8% | +60.7% | -50.9% | -6.7% |
| 6M | +53.8% | +80.5% | -26.7% | +24.6% |
| YTD | +17.6% | -20.4% | +38.0% | +22.1% |
| 1Y | +18.6% | -9.6% | +28.2% | +18.4% |
| 3Y | +36.9% | -30.5% | +67.4% | +41.2% |
| 5Y | +4.1% | -75.7% | +79.8% | +39.7% |
| All | +244.8% | +157.4% | +87.4% | +70.3% |
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