+465.9%
WCC vs EPAM
+163.7%
+302.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.6% | +9.7% | +8.6% |
| 7D | -5.7% | +9.1% | -14.7% | -9.2% |
| 30D | -13.5% | +38.5% | -51.9% | -22.7% |
| 3M | -12.9% | +61.0% | -73.8% | -26.2% |
| 6M | -10.7% | +58.0% | -68.7% | -26.1% |
| YTD | +30.0% | -23.5% | +53.4% | +33.9% |
| 1Y | +24.7% | -10.5% | +35.2% | +21.6% |
| 3Y | +136.6% | -33.8% | +170.4% | +146.6% |
| 5Y | +143.9% | -78.1% | +222.0% | +244.8% |
| 10Y | +465.9% | +157.7% | +308.2% | +232.4% |
| All | +465.9% | +163.7% | +302.2% | +232.4% |
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