+390.5%
ONTO vs EPAM
-9.8%
+400.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.9% | +14.9% | +12.2% |
| 7D | -14.0% | +13.4% | -27.4% | -18.7% |
| 30D | -43.1% | +47.1% | -90.1% | -50.7% |
| 3M | -35.5% | +71.2% | -106.7% | -47.3% |
| 6M | -41.1% | +48.9% | -90.0% | -51.4% |
| YTD | +9.8% | -22.2% | +32.0% | +12.3% |
| 1Y | +31.5% | -5.2% | +36.7% | +24.6% |
| 3Y | +45.2% | -34.9% | +80.1% | +50.7% |
| 5Y | +86.7% | -77.4% | +164.1% | +181.6% |
| All | +390.5% | -9.8% | +400.3% | +184.9% |
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