+25.9%
URI vs EPAM
-4.9%
+30.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.9% | +5.0% | +0.7% |
| 7D | -9.8% | +13.4% | -23.2% | -8.2% |
| 30D | +1.7% | +47.1% | -45.3% | +5.4% |
| 3M | -9.1% | +71.2% | -80.2% | -4.7% |
| 6M | +9.9% | +48.9% | -39.1% | +16.1% |
| YTD | +31.2% | -22.2% | +53.5% | +47.1% |
| 1Y | +25.9% | -5.2% | +31.1% | +28.1% |
| All | +25.9% | -4.9% | +30.9% | +28.1% |
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 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