+2,981.5%
MUU vs OKTA
+90.9%
+2,890.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.1% | +11.5% | +11.6% |
| 7D | +17.4% | +2.6% | +14.7% | +16.7% |
| 30D | +24.0% | +16.0% | +7.9% | +19.3% |
| 3M | -23.9% | +38.2% | -62.1% | -30.3% |
| 6M | +284.4% | +137.8% | +146.6% | +205.3% |
| YTD | +583.7% | +97.3% | +486.4% | +501.9% |
| 1Y | +2,981.5% | +90.1% | +2,891.4% | +2,940.6% |
| All | +2,981.5% | +90.9% | +2,890.6% | +2,940.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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