+337.3%
ROIV vs EPAM
-33.7%
+371.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.9% | +10.0% | +6.5% |
| 7D | +5.3% | +13.4% | -8.0% | +4.0% |
| 30D | +11.9% | +47.1% | -35.2% | +7.4% |
| 3M | +10.7% | +71.2% | -60.5% | +4.2% |
| 6M | +34.9% | +48.9% | -14.0% | +28.4% |
| YTD | +79.2% | -22.2% | +101.4% | +86.5% |
| 1Y | +89.0% | -5.2% | +94.2% | +91.0% |
| 3Y | +337.3% | -34.9% | +372.3% | +346.5% |
| All | +337.3% | -33.7% | +371.1% | +346.5% |
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