+59.8%
UBER vs EPAM
-75.7%
+135.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +1.6% | +2.4% | -0.8% | +1.0% |
| 30D | +0.6% | +42.3% | -41.8% | -8.1% |
| 3M | -8.2% | +60.7% | -68.8% | -18.6% |
| 6M | -6.7% | +80.5% | -87.2% | -20.6% |
| YTD | -14.7% | -20.4% | +5.7% | -12.7% |
| 1Y | -24.1% | -9.6% | -14.5% | -24.8% |
| 3Y | +33.4% | -30.5% | +63.9% | +34.5% |
| All | +59.8% | -75.7% | +135.5% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling