+32.3%
UBER vs EPAM
-29.8%
+62.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.3% |
| 7D | +0.5% | -1.1% | +1.6% | +0.6% |
| 30D | -3.1% | +41.8% | -44.9% | -8.9% |
| 3M | -8.3% | +63.4% | -71.6% | -16.0% |
| 6M | -9.5% | +72.2% | -81.7% | -18.6% |
| YTD | -15.4% | -20.0% | +4.6% | -14.1% |
| 1Y | -26.1% | -9.0% | -17.1% | -26.8% |
| All | +32.3% | -29.8% | +62.1% | +25.3% |
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