+116.0%
SLV vs EPAM
-30.1%
+146.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | -5.8% | +2.4% | -8.3% | -6.0% |
| 30D | -12.1% | +42.3% | -54.5% | -14.0% |
| 3M | -24.1% | +60.7% | -84.8% | -26.3% |
| 6M | -44.4% | +80.5% | -124.9% | -46.5% |
| YTD | -31.5% | -20.4% | -11.1% | -30.3% |
| 1Y | -6.9% | -9.6% | +2.7% | -6.0% |
| 3Y | +116.0% | -30.5% | +146.5% | +114.2% |
| All | +116.0% | -30.1% | +146.1% | +114.2% |
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 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