+62.3%
OVV vs EPAM
+65.3%
-3.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.6% | -1.3% |
| 7D | +0.3% | +2.0% | -1.7% | -0.1% |
| 30D | +11.7% | +6.5% | +5.2% | +9.8% |
| 3M | +9.8% | +19.9% | -10.1% | +4.9% |
| 6M | +26.6% | -16.9% | +43.5% | +29.5% |
| YTD | +67.0% | -42.9% | +109.9% | +82.3% |
| 1Y | +55.9% | -30.4% | +86.3% | +62.5% |
| 3Y | +45.5% | -54.7% | +100.2% | +60.2% |
| 5Y | +157.3% | -81.8% | +239.2% | +239.3% |
| All | +62.3% | +65.3% | -3.0% | +10.9% |
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