+499.2%
NOW vs EPAM
+170.1%
+329.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | +1.2% |
| 7D | -3.0% | +13.4% | -16.4% | -9.7% |
| 30D | -26.0% | +47.1% | -73.1% | -38.6% |
| 3M | -13.1% | +71.2% | -84.3% | -32.3% |
| 6M | +14.5% | +48.9% | -34.4% | -6.0% |
| YTD | -33.4% | -22.2% | -11.2% | -29.0% |
| 1Y | -40.6% | -5.2% | -35.5% | -41.9% |
| 3Y | -16.3% | -34.9% | +18.6% | -10.6% |
| 5Y | -26.3% | -77.4% | +51.1% | +17.8% |
| All | +499.2% | +170.1% | +329.1% | +105.0% |
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 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