+22.7%
IQV vs EPAM
-9.2%
+32.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.4% |
| 7D | +2.4% | -1.1% | +3.5% | +2.6% |
| 30D | +4.0% | +41.8% | -37.8% | -9.2% |
| 3M | +12.2% | +63.4% | -51.2% | -8.1% |
| 6M | +54.9% | +72.2% | -17.3% | +20.9% |
| YTD | +20.3% | -20.0% | +40.3% | +36.7% |
| 1Y | +22.7% | -9.0% | +31.8% | +34.7% |
| All | +22.7% | -9.2% | +32.0% | +34.7% |
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