+808.8%
NOW vs EPAM
+65.3%
+743.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.6% | -1.9% |
| 7D | -2.4% | +2.0% | -4.3% | -3.1% |
| 30D | +20.5% | +6.5% | +14.0% | +16.6% |
| 3M | +18.3% | +19.9% | -1.6% | +8.5% |
| 6M | +24.1% | -16.9% | +41.0% | +33.7% |
| YTD | -7.8% | -42.9% | +35.1% | +14.5% |
| 1Y | -21.4% | -30.4% | +9.0% | -10.9% |
| 3Y | +19.5% | -54.7% | +74.3% | +51.9% |
| 5Y | +4.1% | -81.8% | +85.9% | +81.4% |
| All | +808.8% | +65.3% | +743.5% | +328.8% |
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