+160.7%
SPMO vs EPAM
-56.4%
+217.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.6% |
| 7D | +3.4% | -0.9% | +4.3% | +3.5% |
| 30D | +0.5% | +18.4% | -17.8% | -0.9% |
| 3M | +1.9% | +19.2% | -17.3% | +0.2% |
| 6M | +27.8% | -21.0% | +48.8% | +33.3% |
| YTD | +26.7% | -43.7% | +70.4% | +38.8% |
| 1Y | +28.9% | -29.9% | +58.8% | +35.2% |
| 3Y | +160.7% | -56.5% | +217.2% | +185.5% |
| All | +160.7% | -56.4% | +217.0% | +185.5% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling