+49.8%
USFD vs EPAM
-15.2%
+65.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.6% | +9.0% | +8.4% |
| 7D | +7.8% | +0.8% | +7.0% | +7.9% |
| 30D | +16.2% | +24.9% | -8.8% | +17.6% |
| 3M | +11.0% | +22.6% | -11.6% | +12.4% |
| 6M | +20.7% | +24.2% | -3.5% | +20.9% |
| YTD | +46.0% | -33.0% | +78.9% | +34.8% |
| 1Y | +49.8% | -13.3% | +63.1% | +41.6% |
| All | +49.8% | -15.2% | +65.0% | +41.6% |
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