+98.6%
UUUU vs EPAM
-56.4%
+155.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.1% |
| 7D | +2.8% | -0.9% | +3.7% | +2.8% |
| 30D | +3.4% | +18.4% | -15.0% | +3.2% |
| 3M | -3.9% | +19.2% | -23.1% | -3.9% |
| 6M | -23.2% | -21.0% | -2.2% | -21.2% |
| YTD | +0.6% | -43.7% | +44.3% | +5.8% |
| 1Y | +22.9% | -29.9% | +52.7% | +25.7% |
| 3Y | +98.6% | -56.5% | +155.2% | +123.2% |
| All | +98.6% | -56.4% | +155.0% | +123.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling