+458.8%
V vs EPAM
+165.6%
+293.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | -2.3% | +18.5% | -20.9% | -6.6% |
| 30D | +9.5% | +44.0% | -34.5% | +0.1% |
| 3M | +17.5% | +63.0% | -45.5% | +4.2% |
| 6M | +32.2% | +67.3% | -35.1% | +15.0% |
| YTD | +22.3% | -20.5% | +42.8% | +24.9% |
| 1Y | +26.8% | -9.6% | +36.4% | +25.5% |
| 3Y | +77.5% | -30.8% | +108.3% | +78.7% |
| 5Y | +110.1% | -75.6% | +185.7% | +164.2% |
| 10Y | +458.8% | +159.6% | +299.2% | +128.8% |
| All | +458.8% | +165.6% | +293.2% | +128.8% |
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