-47.6%
UPST vs EPAM
-9.3%
-38.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +4.7% | -12.9% | -9.2% |
| 7D | -4.5% | +18.8% | -23.3% | -8.6% |
| 30D | -15.3% | +44.9% | -60.3% | -24.2% |
| 3M | -32.4% | +68.6% | -101.0% | -42.4% |
| 6M | -29.5% | +65.4% | -94.9% | -39.9% |
| YTD | -53.3% | -19.9% | -33.4% | -40.8% |
| All | -47.6% | -9.3% | -38.3% | -46.9% |
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