+361.3%
LIN vs EPAM
+65.3%
+296.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.5% |
| 7D | -2.1% | +2.0% | -4.1% | -2.5% |
| 30D | -2.4% | +6.5% | -9.0% | -3.9% |
| 3M | -5.6% | +19.9% | -25.5% | -9.5% |
| 6M | -3.4% | -16.9% | +13.5% | -1.3% |
| YTD | +13.1% | -42.9% | +56.0% | +22.9% |
| 1Y | +2.5% | -30.4% | +32.8% | +6.5% |
| 3Y | +27.6% | -54.7% | +82.3% | +39.5% |
| 5Y | +63.0% | -81.8% | +144.8% | +106.2% |
| All | +361.3% | +65.3% | +296.0% | +188.2% |
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