+285.8%
TEL vs EPAM
+157.4%
+128.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +4.5% | +2.4% | +2.1% | +3.9% |
| 30D | +2.9% | +42.3% | -39.4% | -6.4% |
| 3M | +1.1% | +60.7% | -59.5% | -11.1% |
| 6M | +5.0% | +80.5% | -75.5% | -11.8% |
| YTD | -3.9% | -20.4% | +16.5% | -1.9% |
| 1Y | -7.4% | -9.6% | +2.2% | -8.6% |
| 3Y | +81.0% | -30.5% | +111.5% | +82.9% |
| 5Y | +42.3% | -75.7% | +118.0% | +81.1% |
| All | +285.8% | +157.4% | +128.4% | +101.0% |
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