+108.2%
SUI vs EPAM
+65.3%
+42.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.0% | +0.1% |
| 7D | -2.8% | +2.0% | -4.8% | -3.2% |
| 30D | -1.2% | +6.5% | -7.7% | -2.6% |
| 3M | -1.7% | +19.9% | -21.7% | -5.5% |
| 6M | -10.5% | -16.9% | +6.5% | -8.6% |
| YTD | -1.8% | -42.9% | +41.0% | +6.2% |
| 1Y | -4.1% | -30.4% | +26.3% | -0.3% |
| 3Y | +11.3% | -54.7% | +66.0% | +21.3% |
| 5Y | -32.1% | -81.8% | +49.7% | -14.6% |
| All | +108.2% | +65.3% | +42.9% | +57.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling