+231.7%
PLD vs EPAM
+170.1%
+61.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.6% | -0.5% |
| 7D | -0.8% | +13.4% | -14.2% | -3.9% |
| 30D | -0.3% | +47.1% | -47.3% | -8.7% |
| 3M | -8.0% | +71.2% | -79.2% | -18.8% |
| 6M | -9.8% | +48.9% | -58.7% | -19.0% |
| YTD | +1.8% | -22.2% | +24.0% | +4.2% |
| 1Y | +5.6% | -5.2% | +10.8% | +3.0% |
| 3Y | +33.3% | -34.9% | +68.2% | +36.7% |
| 5Y | +0.3% | -77.4% | +77.7% | +27.8% |
| All | +231.7% | +170.1% | +61.6% | +98.2% |
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 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