+257.9%
SPOT vs EPAM
-30.1%
+288.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.4% |
| 7D | +1.6% | +2.4% | -0.8% | +1.2% |
| 30D | +16.9% | +42.3% | -25.4% | +9.3% |
| 3M | +23.0% | +60.7% | -37.7% | +12.5% |
| 6M | +42.2% | +80.5% | -38.3% | +26.3% |
| YTD | +5.5% | -20.4% | +25.9% | +6.4% |
| 1Y | -5.1% | -9.6% | +4.5% | -5.9% |
| 3Y | +257.9% | -30.5% | +288.4% | +268.3% |
| All | +257.9% | -30.1% | +288.0% | +268.3% |
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