+417.5%
LIN vs EPAM
+170.1%
+247.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.7% | -0.5% |
| 7D | +0.2% | +13.4% | -13.2% | -2.4% |
| 30D | +6.5% | +47.1% | -40.6% | -1.1% |
| 3M | +5.5% | +71.2% | -65.7% | -4.9% |
| 6M | +3.3% | +48.9% | -45.6% | -5.5% |
| YTD | +22.0% | -22.2% | +44.3% | +24.7% |
| 1Y | +25.7% | -5.2% | +30.9% | +23.3% |
| 3Y | +36.2% | -34.9% | +71.2% | +38.7% |
| 5Y | +66.1% | -77.4% | +143.5% | +105.0% |
| All | +417.5% | +170.1% | +247.4% | +188.5% |
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