+571.7%
QQQ vs EPAM
+63.0%
+508.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.2% |
| 7D | +1.0% | -2.2% | +3.1% | +1.5% |
| 30D | -0.6% | +17.8% | -18.4% | -4.7% |
| 3M | +1.3% | +19.9% | -18.6% | -4.7% |
| 6M | +18.1% | -21.6% | +39.7% | +23.4% |
| YTD | +16.9% | -44.0% | +60.9% | +31.9% |
| 1Y | +24.0% | -30.5% | +54.5% | +31.2% |
| 3Y | +95.6% | -56.8% | +152.4% | +125.5% |
| 5Y | +94.5% | -81.7% | +176.2% | +169.0% |
| 10Y | +571.7% | +68.4% | +503.3% | +272.2% |
| All | +571.7% | +63.0% | +508.7% | +272.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling