+5.8%
TROW vs EPAM
-30.2%
+36.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | -1.5% | -2.2% | +0.7% | -1.2% |
| 30D | -5.3% | +17.8% | -23.1% | -7.5% |
| 3M | +2.9% | +19.9% | -16.9% | -0.4% |
| 6M | +22.2% | -21.6% | +43.8% | +28.0% |
| YTD | +8.1% | -44.0% | +52.1% | +22.3% |
| 1Y | +5.8% | -30.5% | +36.3% | +12.1% |
| All | +5.8% | -30.2% | +36.0% | +12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling