+86.2%
OSCR vs EPAM
-82.0%
+168.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +1.1% | -4.5% | +5.5% | +2.0% |
| 30D | +16.5% | +14.6% | +1.8% | +13.3% |
| 3M | +17.0% | +23.1% | -6.1% | +12.0% |
| 6M | +145.0% | -19.5% | +164.4% | +152.3% |
| YTD | +126.7% | -44.1% | +170.8% | +147.3% |
| 1Y | +67.2% | -25.2% | +92.4% | +72.0% |
| 3Y | +405.1% | -56.8% | +462.0% | +454.7% |
| 5Y | +86.2% | -81.7% | +167.9% | +143.4% |
| All | +86.2% | -82.0% | +168.1% | +143.4% |
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