+16.9%
QQQI vs EPAM
-24.0%
+40.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.1% | +0.9% |
| 7D | -0.3% | +0.7% | -1.1% | -0.4% |
| 30D | -0.3% | +17.6% | -17.9% | -0.4% |
| 3M | +1.3% | +27.1% | -25.8% | +1.5% |
| 6M | +11.5% | -17.0% | +28.4% | +15.5% |
| YTD | +11.3% | -42.4% | +53.7% | +19.5% |
| 1Y | +16.9% | -25.3% | +42.2% | +20.2% |
| All | +16.9% | -24.0% | +40.9% | +20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling