+85.0%
UBER vs EPAM
-81.9%
+166.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.3% |
| 7D | -3.9% | +2.0% | -5.8% | -4.4% |
| 30D | +11.1% | +6.5% | +4.6% | +8.8% |
| 3M | +4.9% | +19.9% | -15.0% | -0.7% |
| 6M | -1.2% | -16.9% | +15.8% | +1.9% |
| YTD | -7.3% | -42.9% | +35.6% | +3.6% |
| 1Y | -17.6% | -30.4% | +12.7% | -12.8% |
| 3Y | +61.1% | -54.7% | +115.8% | +81.7% |
| All | +85.0% | -81.9% | +166.9% | +144.1% |
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 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