+238.0%
ONTO vs EPAM
-81.9%
+319.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.4% | +8.5% | +6.7% |
| 7D | -1.0% | +2.0% | -3.0% | -1.6% |
| 30D | -2.9% | +6.5% | -9.4% | -4.9% |
| 3M | -2.5% | +19.9% | -22.4% | -8.9% |
| 6M | +28.2% | -16.9% | +45.1% | +31.9% |
| YTD | +69.8% | -42.9% | +112.7% | +93.1% |
| 1Y | +162.9% | -30.4% | +193.3% | +180.0% |
| 3Y | +95.9% | -54.7% | +150.7% | +128.4% |
| All | +238.0% | -81.9% | +319.9% | +378.8% |
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 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