+309.1%
PODD vs EPAM
+170.1%
+139.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.9% | -2.3% | -5.2% |
| 7D | -2.1% | +13.4% | -15.5% | -6.0% |
| 30D | +9.0% | +47.1% | -38.0% | -2.2% |
| 3M | +5.2% | +71.2% | -66.0% | -9.6% |
| 6M | -3.2% | +48.9% | -52.1% | -14.7% |
| YTD | -48.5% | -22.2% | -26.2% | -46.8% |
| 1Y | -54.7% | -5.2% | -49.5% | -55.7% |
| 3Y | -7.8% | -34.9% | +27.1% | -4.9% |
| 5Y | -52.4% | -77.4% | +25.0% | -36.8% |
| All | +309.1% | +170.1% | +139.0% | +80.1% |
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