-75.7%
EPAM price history and return analytics
+59.5%
-135.3%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -2.3% |
| 7D | +18.5% | -0.7% | +19.2% | +18.0% |
| 30D | +44.0% | -1.7% | +45.8% | +45.3% |
| 3M | +63.0% | -2.3% | +65.3% | +65.4% |
| 6M | +67.3% | +1.5% | +65.7% | +57.8% |
| YTD | -20.5% | +12.0% | -32.6% | -36.6% |
| 1Y | -9.6% | +12.9% | -22.5% | -28.8% |
| 3Y | -30.8% | +74.9% | -105.8% | -75.0% |
| All | -75.7% | +59.5% | -135.3% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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