-86.8%
OPEN vs EPAM
-9.2%
-77.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.6% | -10.1% | -9.7% |
| 7D | -31.0% | -1.1% | -29.9% | -30.7% |
| 30D | -41.5% | +41.8% | -83.3% | -46.8% |
| 3M | -64.6% | +63.4% | -128.0% | -69.2% |
| 6M | -73.8% | +72.2% | -146.0% | -77.5% |
| YTD | -78.8% | -20.0% | -58.8% | -81.0% |
| 1Y | -86.8% | -9.0% | -77.8% | -90.2% |
| All | -86.8% | -9.2% | -77.6% | -90.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling