+260.3%
POET vs EPAM
-36.8%
+297.0%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +3.8% |
| 7D | +9.6% | +9.1% | +0.5% | +9.5% |
| 30D | -24.5% | +38.5% | -63.0% | -26.0% |
| 3M | -41.0% | +61.0% | -101.9% | -43.1% |
| 6M | -52.0% | +58.0% | -110.0% | -53.8% |
| YTD | -16.9% | -23.5% | +6.6% | -6.0% |
| 1Y | -2.4% | -10.5% | +8.1% | +6.4% |
| 3Y | +260.3% | -33.8% | +294.1% | +256.8% |
| All | +260.3% | -36.8% | +297.0% | +256.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling