+110.6%
WCC vs EPAM
-31.1%
+141.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +20.6% | -30.2% | -12.1% |
| 7D | -21.9% | +23.0% | -44.9% | -24.4% |
| 30D | -25.4% | +51.6% | -77.0% | -30.6% |
| 3M | -23.1% | +50.8% | -73.9% | -28.9% |
| 6M | -18.1% | +51.1% | -69.2% | -24.5% |
| YTD | +17.7% | -19.1% | +36.8% | +30.0% |
| 1Y | +12.4% | +3.0% | +9.4% | +12.8% |
| All | +110.6% | -31.1% | +141.6% | +141.9% |
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