+53.9%
LYV vs EPAM
-75.7%
+129.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +1.8% | +2.4% | -0.6% | +1.4% |
| 30D | +5.7% | +42.3% | -36.6% | -0.9% |
| 3M | -4.1% | +60.7% | -64.7% | -12.2% |
| 6M | +5.9% | +80.5% | -74.6% | -5.8% |
| YTD | +25.2% | -20.4% | +45.6% | +27.7% |
| 1Y | +30.4% | -9.6% | +40.0% | +29.8% |
| 3Y | +103.6% | -30.5% | +134.1% | +106.2% |
| All | +53.9% | -75.7% | +129.6% | +80.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling