-92.2%
NIO vs EPAM
-77.4%
-14.7%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.9% | +9.8% | +7.0% |
| 7D | +5.6% | +13.4% | -7.8% | +1.1% |
| 30D | -4.2% | +47.1% | -51.3% | -15.2% |
| 3M | -26.3% | +71.2% | -97.5% | -37.9% |
| 6M | -42.5% | +48.9% | -91.5% | -50.5% |
| YTD | -33.5% | -22.2% | -11.3% | -31.2% |
| 1Y | -52.7% | -5.2% | -47.5% | -54.5% |
| 3Y | -57.5% | -34.9% | -22.5% | -55.7% |
| All | -92.2% | -77.4% | -14.7% | -90.0% |
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