-38.0%
NIO vs EPAM
-32.1%
-5.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.6% |
| 7D | -13.0% | +2.0% | -15.0% | -13.0% |
| 30D | -18.3% | +6.5% | -24.8% | -18.1% |
| 3M | -33.2% | +19.9% | -53.1% | -32.6% |
| 6M | -21.5% | -16.9% | -4.6% | -22.1% |
| YTD | -25.5% | -42.9% | +17.4% | -26.0% |
| 1Y | -38.0% | -30.4% | -7.6% | -41.1% |
| All | -38.0% | -32.1% | -5.9% | -41.1% |
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