+212.9%
WELL vs EPAM
-81.9%
+294.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.3% | -1.9% |
| 7D | -0.8% | +2.0% | -2.7% | -0.9% |
| 30D | -0.1% | +6.5% | -6.6% | -0.6% |
| 3M | +18.0% | +19.9% | -1.9% | +16.2% |
| 6M | +15.0% | -16.9% | +31.9% | +16.0% |
| YTD | +28.6% | -42.9% | +71.5% | +32.9% |
| 1Y | +42.9% | -30.4% | +73.3% | +45.1% |
| 3Y | +203.0% | -54.7% | +257.7% | +214.6% |
| All | +212.9% | -81.9% | +294.8% | +227.4% |
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 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