+3.5%
USHY vs EPAM
-29.6%
+33.1%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.7% | -4.5% | +3.7% | -0.7% |
| 30D | -0.5% | +14.6% | -15.2% | -0.7% |
| 3M | +0.5% | +23.1% | -22.6% | +0.3% |
| 6M | +1.5% | -19.5% | +21.0% | +1.9% |
| YTD | +1.7% | -44.1% | +45.9% | +2.9% |
| 1Y | +3.5% | -25.2% | +28.7% | +3.2% |
| All | +3.5% | -29.6% | +33.1% | +3.2% |
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