+10.5%
TROW vs EPAM
-8.3%
+18.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +0.5% | +2.4% | -1.9% | +0.3% |
| 30D | +9.3% | +42.3% | -33.0% | +4.8% |
| 3M | -0.9% | +60.7% | -61.6% | -6.7% |
| 6M | +8.3% | +80.5% | -72.1% | -1.0% |
| YTD | +10.6% | -20.4% | +31.0% | +21.4% |
| 1Y | +10.5% | -9.6% | +20.1% | +11.6% |
| All | +10.5% | -8.3% | +18.9% | +11.6% |
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