+417.7%
WCC vs EPAM
+157.4%
+260.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.2% | -1.5% |
| 7D | +9.9% | +2.4% | +7.5% | +9.1% |
| 30D | -8.4% | +42.3% | -50.8% | -18.8% |
| 3M | -10.3% | +60.7% | -71.0% | -23.9% |
| 6M | -10.5% | +80.5% | -91.0% | -29.0% |
| YTD | +32.2% | -20.4% | +52.5% | +34.7% |
| 1Y | +25.5% | -9.6% | +35.1% | +22.3% |
| 3Y | +134.7% | -30.5% | +165.2% | +141.1% |
| 5Y | +139.9% | -75.7% | +215.6% | +225.2% |
| All | +417.7% | +157.4% | +260.3% | +200.2% |
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 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