+431.8%
WCC vs EPAM
+168.6%
+263.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.7% | -4.6% | -1.2% |
| 7D | -9.9% | +18.8% | -28.7% | -15.3% |
| 30D | -13.4% | +44.9% | -58.3% | -23.6% |
| 3M | -13.5% | +68.6% | -82.0% | -27.6% |
| 6M | -10.6% | +65.4% | -76.0% | -27.0% |
| YTD | +30.1% | -19.9% | +50.0% | +32.3% |
| 1Y | +22.3% | -10.0% | +32.3% | +19.4% |
| 3Y | +130.3% | -30.3% | +160.5% | +136.4% |
| 5Y | +144.5% | -75.7% | +220.2% | +231.5% |
| 10Y | +431.8% | +167.2% | +264.6% | +211.8% |
| All | +431.8% | +168.6% | +263.2% | +211.8% |
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