+32.4%
WELL vs EPAM
-4.9%
+37.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | -0.3% |
| 7D | +4.4% | +13.4% | -8.9% | +5.0% |
| 30D | +10.8% | +47.1% | -36.3% | +12.6% |
| 3M | +4.2% | +71.2% | -67.0% | +6.6% |
| 6M | +14.0% | +48.9% | -34.9% | +15.1% |
| YTD | +33.4% | -22.2% | +55.7% | +29.8% |
| 1Y | +32.4% | -5.2% | +37.6% | +31.5% |
| All | +32.4% | -4.9% | +37.3% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling