+147.0%
WCC vs EPAM
-76.2%
+223.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.1% | +3.5% |
| 7D | +3.3% | +18.5% | -15.2% | -1.1% |
| 30D | -9.4% | +44.0% | -53.5% | -17.3% |
| 3M | -10.5% | +63.0% | -73.5% | -21.0% |
| 6M | -10.4% | +67.3% | -77.7% | -23.1% |
| YTD | +34.4% | -20.5% | +54.9% | +38.8% |
| 1Y | +27.7% | -9.6% | +37.3% | +27.0% |
| 3Y | +137.9% | -30.8% | +168.8% | +147.7% |
| 5Y | +147.0% | -75.6% | +222.7% | +196.3% |
| All | +147.0% | -76.2% | +223.2% | +196.3% |
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