+866.8%
NVDX vs EPAM
-51.3%
+918.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.4% | -3.5% |
| 7D | +7.3% | -0.9% | +8.2% | +7.6% |
| 30D | -0.9% | +18.4% | -19.3% | -5.5% |
| 3M | +8.4% | +19.2% | -10.8% | +1.2% |
| 6M | +38.2% | -21.0% | +59.1% | +50.7% |
| YTD | +19.3% | -43.7% | +63.0% | +48.8% |
| 1Y | +33.3% | -29.9% | +63.1% | +47.7% |
| All | +866.8% | -51.3% | +918.1% | +1,051.7% |
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