+532.6%
UUUU vs EPAM
+63.0%
+469.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.3% |
| 7D | +1.8% | -2.2% | +4.0% | +2.4% |
| 30D | +1.8% | +17.8% | -16.0% | -2.4% |
| 3M | +1.3% | +19.9% | -18.6% | -5.4% |
| 6M | -26.8% | -21.6% | -5.2% | -23.5% |
| YTD | +0.1% | -44.0% | +44.1% | +13.2% |
| 1Y | +11.2% | -30.5% | +41.7% | +16.9% |
| 3Y | +97.7% | -56.8% | +154.5% | +127.9% |
| 5Y | +127.3% | -81.7% | +209.1% | +240.5% |
| 10Y | +532.6% | +68.4% | +464.2% | +320.4% |
| All | +532.6% | +63.0% | +469.6% | +320.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling