+44.8%
NU vs EPAM
-33.7%
+78.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.9% | +6.3% | +3.1% |
| 7D | +3.6% | +13.4% | -9.8% | +0.8% |
| 30D | -22.8% | +47.1% | -69.9% | -29.0% |
| 3M | -14.8% | +71.2% | -86.0% | -24.3% |
| 6M | -16.9% | +48.9% | -65.8% | -24.6% |
| YTD | -28.1% | -22.2% | -5.9% | -24.5% |
| 1Y | -24.5% | -5.2% | -19.4% | -25.2% |
| 3Y | +44.8% | -34.9% | +79.7% | +55.0% |
| All | +44.8% | -33.7% | +78.5% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling