+6.8%
NOW vs EPAM
-81.9%
+88.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.6% | -2.2% |
| 7D | -2.4% | +2.0% | -4.3% | -3.0% |
| 30D | +20.5% | +6.5% | +14.0% | +17.5% |
| 3M | +18.3% | +19.9% | -1.6% | +10.6% |
| 6M | +24.1% | -16.9% | +41.0% | +31.0% |
| YTD | -7.8% | -42.9% | +35.1% | +8.3% |
| 1Y | -21.4% | -30.4% | +9.0% | -13.6% |
| 3Y | +19.5% | -54.7% | +74.3% | +42.7% |
| All | +6.8% | -81.9% | +88.7% | +63.4% |
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