+105.1%
OSCR vs EPAM
-15.2%
+120.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.6% | +9.2% | +8.7% |
| 7D | +15.5% | +0.8% | +14.6% | +15.2% |
| 30D | +8.5% | +24.9% | -16.4% | +4.3% |
| 3M | +15.8% | +22.6% | -6.7% | +11.2% |
| 6M | +89.5% | +24.2% | +65.3% | +76.0% |
| YTD | +144.9% | -33.0% | +177.8% | +116.6% |
| 1Y | +105.1% | -13.3% | +118.4% | +116.0% |
| All | +105.1% | -15.2% | +120.3% | +116.0% |
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 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