-6.3%
JOBY vs EPAM
-56.4%
+50.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.8% |
| 7D | +2.2% | -0.9% | +3.1% | +2.4% |
| 30D | -20.8% | +18.4% | -39.2% | -23.9% |
| 3M | -29.5% | +19.2% | -48.7% | -33.5% |
| 6M | -28.4% | -21.0% | -7.4% | -22.8% |
| YTD | -48.2% | -43.7% | -4.5% | -37.7% |
| 1Y | -49.1% | -29.9% | -19.2% | -43.7% |
| 3Y | -6.3% | -56.5% | +50.2% | +4.3% |
| All | -6.3% | -56.4% | +50.1% | +4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling