+219.9%
WCC vs EPAM
-81.9%
+301.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.4% | +6.2% | +4.4% |
| 7D | +4.5% | +2.0% | +2.5% | +4.0% |
| 30D | -5.8% | +6.5% | -12.3% | -7.7% |
| 3M | -3.7% | +19.9% | -23.6% | -9.2% |
| 6M | +23.1% | -16.9% | +40.0% | +26.6% |
| YTD | +44.2% | -42.9% | +87.0% | +62.1% |
| 1Y | +62.1% | -30.4% | +92.5% | +71.5% |
| 3Y | +121.1% | -54.7% | +175.8% | +156.1% |
| All | +219.9% | -81.9% | +301.8% | +305.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling